{"id":49109,"date":"2026-02-18T09:00:00","date_gmt":"2026-02-18T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49109"},"modified":"2026-02-13T15:46:38","modified_gmt":"2026-02-13T14:46:38","slug":"%ec%9e%ac%eb%ac%b4-%ec%9e%90%eb%ac%b8-%ec%9b%8c%ed%81%ac%ed%94%8c%eb%a1%9c%ec%9a%b0%eb%a5%bc-%ec%9e%90%eb%8f%99%ed%99%94%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-automate-financial-advisory-workflows\/","title":{"rendered":"\uc7ac\ubb34 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc790\ubb38 \ud68c\uc0ac\ub294 \uc218\uc791\uc5c5\uc744 \uc904\uc774\uace0, \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\ub97c \uac1c\uc120\ud558\uace0, \uace0\uac1d \ubbf8\ud305\uacfc \uace0\ubd80\uac00\uac00\uce58 \uc870\uc5b8\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uc790\ubb38 \uc790\ub3d9\ud654\ub294 \uc774\uba54\uc77c \uc54c\ub9bc\uc744 \ub118\uc5b4 \uc644\uc804\ud788 \ub514\uc9c0\ud138\ud654\ub41c \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc81c\uc548\uc11c \uc791\uc131 \uc8fc\uae30\ub97c \uba87 \uc2dc\uac04\uc5d0\uc11c \uba87 \ubd84\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\ub294 \uac80\ud1a0 \uc8fc\uae30\ub97c \ud3ec\uad04\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c, AI\ub97c \ud558\ub098\uc758 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud658\uacbd\uc5d0\uc11c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uc5ec \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\uace0 \uaddc\uc81c \uae30\uad00\uc744 \ub9cc\uc871\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uae30\uc874 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ub9e4\ud551\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc5ec \ub370\uc774\ud130 \uc785\ub825, \ubb38\uc11c \uc218\uc9d1, \uc2b9\uc778 \ud750\ub984 \ub4f1 \uac00\uc7a5 \uc601\ud5a5\ub825\uc774 \ud070 \ub2e8\uacc4\ub97c \uba3c\uc800 \uc790\ub3d9\ud654\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95, \uc624\ub958 \uac10\uc18c, \uace0\uac1d \ub9cc\uc871\ub3c4 \ud5a5\uc0c1 \ub4f1 \uce21\uc815 \uac00\ub2a5\ud55c \uc774\uc810\uc740 \ubcf4\ud1b5 3~6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ub098\ud0c0\ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-automating-financial-advisory-workflows-matters-now\">\uc9c0\uae08 \uc7ac\ubb34 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654\uac00 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uc758 \uc77c\ubc18\uc801\uc778 \uc790\ubb38 \ud68c\uc0ac\uac00 \uc5ec\uc804\ud788 \ud769\uc5b4\uc9c4 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \ub05d\uc5c6\ub294 \uc774\uba54\uc77c \ucca8\ubd80\ud30c\uc77c, \ub204\uad70\uac00\uc758 \ubc1b\uc740 \ud3b8\uc9c0\ud568\uc5d0\uc11c \uae30\ub2e4\ub9ac\ub294 \uc885\uc774 \uc11c\uba85\uc744 \ud1b5\ud574 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0 \uc788\ub2e4\uace0 \uc0c1\uc0c1\ud574 \ubcf4\uc138\uc694. \uc5b4\ub4dc\ubc14\uc774\uc800\ub4e4\uc740 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud558\ub294 \ub300\uc2e0 \uad00\ub9ac \uc5c5\ubb34\uc5d0 \ub9e4\uc8fc \uba87 \uc2dc\uac04\uc744 \uc18c\ube44\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uac10\uc0ac \ucd94\uc801\uc744 \ucde8\ud569\ud558\uae30 \uc704\ud574 \ubd84\uc8fc\ud558\uac8c \uc6c0\uc9c1\uc785\ub2c8\ub2e4. \ud55c\ud3b8, \ud300\uc740 \uc774\ubbf8 \uc778\ub825\uc774 \ubd80\uc871\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uace0\uac1d\uc744 \uc720\uce58\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\ub098\ub9ac\uc624\ub294 \uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\uac00 \uc804\ub840 \uc5c6\ub294 \ubc1c\uc804 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud574 \uc788\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub180\ub78d\uac8c\ub3c4 \uc5ec\uc804\ud788 \ud754\ud55c \uc77c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uce58\ub294 \uc124\ub4dd\ub825 \uc788\ub294 \uc774\uc57c\uae30\ub97c \ub4e4\ub824\uc90d\ub2c8\ub2e4. \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \uc6d0\ud558\ub294 \ubd80\uc720\uce35 \uace0\uac1d\uc758 \uc218\uac00 \uacc4\uc18d \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uad6d\uacbd\uc744 \ucd08\uc6d4\ud55c \uc758\ubb34 \uc0ac\ud56d\uacfc <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5972\">ESG<\/a> \uc694\uad6c \uc0ac\ud56d\uc740 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub85c\ub294 \ud6a8\uc728\uc801\uc73c\ub85c \ucc98\ub9ac\ud560 \uc218 \uc5c6\ub294 \ubcf5\uc7a1\uc131\uc744 \ub354\ud569\ub2c8\ub2e4. 2019\ub144 \ub137\uc6f0\uc2a4 \uc5b4\ub4dc\ubc14\uc774\uc2a4\ud14c\ud06c \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc131\uacf5\uc801\uc778 \uc5b4\ub4dc\ubc14\uc774\uc800 \ube44\uc988\ub2c8\uc2a4\uc758 84%\uac00 \ud504\ub85c\uc138\uc2a4 \ud6a8\uc728\uc131\uc774 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc778\uc2dd\ud558\uace0 \uc6b4\uc601 \ubc0f \uc6cc\ud06c\ud50c\ub85c \uac1c\uc120\uc5d0 \uc804\ub150\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 \uc774\ub7ec\ud55c \ucd94\uc138\uac00 \ub354\uc6b1 \uac00\uc18d\ud654\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd\uc758 MiFID II\uc640 \uac19\uc740 \uaddc\uc815 \uc900\uc218 \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc720\uc0ac\ud55c \uc801\ud569\uc131 \uaddc\uc815\uc740 \uc218\ub3d9 \uc6cc\ud06c\ud50c\ub85c\ub85c\ub294 \uc77c\uad00\uc131 \uc788\uac8c \uc791\uc131\ud558\uae30 \uc5b4\ub824\uc6b4 \uc138\uc2ec\ud55c \uae30\ub85d\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9, \ubaa8\ub4e0 \ucd94\ucc9c, \ubaa8\ub4e0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd\uc5d0\ub294 \uaddc\uc81c \uc870\uc0ac\ub97c \uacac\ub51c \uc218 \uc788\ub294 \ubb38\uc11c\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub2e8\uc808\ub41c \uc2dc\uc2a4\ud15c\uacfc \uc11c\ub958 \ucd94\uc801\uc5d0 \uc758\uc874\ud558\uba74 \uc0c8\ub85c\uc6b4 \uace0\uac1d \uad00\uacc4\ub97c \ub9fa\uc744 \ub54c\ub9c8\ub2e4 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc774 \ubc30\uac00\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uae30\uc5c5\uc774 \uc624\ud574\ud558\ub294 \uac83\uc740 \uc790\ub3d9\ud654\uac00 \uc0c1\ub2f4\uc0ac\ub97c \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c\ub294 \uc810\uc785\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub294 \uad00\uacc4 \uad6c\ucd95\uacfc \ubcf5\uc7a1\ud55c \uacc4\ud68d \uc218\ub9bd\uc744 \uc704\ud574 \uad00\ub9ac \uc5c5\ubb34\uc5d0\uc11c \uc2dc\uac04\uc744 \ud655\ubcf4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ubc18\ubcf5\uc801\uc778 \uc5c5\ubb34\uac00 \uc0ac\ub77c\uc9c0\uba74 \uace0\uac1d \uad00\uacc4\ub97c \uc2ec\ud654\ud558\uace0 \uc9c4\uc815\uc73c\ub85c \uc0ac\ub78c\uc758 \uc804\ubb38\uc131\uc774 \ud544\uc694\ud55c \uc804\ub7b5\uc801 \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub294 \uc5ed\ub7c9\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ubc0f \uc804\uccb4 \uc218\uba85 \uc8fc\uae30 \uc790\ub3d9\ud654\uac00 \ud544\uc694\ud55c \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub2e4\uc74c\uc744 \uacb0\ud569\ud558\uc5ec <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5970\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, AI \uae30\ubc18 \ub3c4\uad6c\ub97c \ud558\ub098\uc758 \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc5d0 \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uc11c\ube44\uc2a4 \ud488\uc9c8\uc774\ub098 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc6b4\uc601\uc744 \ud601\uc2e0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-workflow-automation-for-financial-advisors\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uc704\ud55c \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub780?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc628\ubcf4\ub529, \uc0ac\uc2e4 \ud655\uc778, \uc81c\uc548\uc11c \uc791\uc131, \uc801\ud569\uc131 \ud655\uc778, \uc815\uae30 \uac80\ud1a0\uc640 \uac19\uc740 \ubc18\ubcf5 \uac00\ub2a5\ud55c \ud504\ub85c\uc138\uc2a4\ub97c \uc870\uc728\ud569\ub2c8\ub2e4. \uc790\ubb38\uc0ac\uc640 \uc9c1\uc6d0\uc774 \uac01 \ub2e8\uacc4\ub97c \uae30\uc5b5\ud558\uace0, \uc218\uc791\uc5c5\uc73c\ub85c \ubb38\uc11c\ub97c \ucd94\uc801\ud558\uace0, \uc2dc\uc2a4\ud15c \uac04\uc5d0 \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud558\ub294 \ub300\uc2e0 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc0ac\ub78c\uc774 \uc911\uc694\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ubb38 \ud68c\uc0ac\uc758 \uacbd\uc6b0 \uc790\ub3d9\ud654\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc11c\ub85c \uc5f0\uacb0\ub41c \uc5ec\ub7ec \uc601\uc5ed\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4: \uace0\uac1d \ub370\uc774\ud130 \ubc0f \uc0c1\ud638 \uc791\uc6a9\uc744 \uad00\ub9ac\ud558\ub294 CRM, \uc0c8\ub85c\uc6b4 \uad00\uacc4\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uad6c\ucd95\ud558\uae30 \uc704\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC, \uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc7ac\uc870\uc815 \ubc0f \ubcf4\uace0, \uc7a0\uc7ac \uace0\uac1d\uc744 \uc721\uc131\ud558\uace0 \uae30\uc874 \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud558\uae30 \uc704\ud55c \ub9c8\ucf00\ud305 \uc5ec\uc815 \ub4f1\uc774 \uadf8\uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc18c\ub97c \ub370\uc774\ud130\ub97c \uacf5\uc720\ud558\uace0 \uc790\ub3d9\uc73c\ub85c \uc791\uc5c5\uc744 \ud2b8\ub9ac\uac70\ud558\ub294 \ud1b5\ud569 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc870\uc815\ud560 \ub54c \uadf8 \ud798\uc774 \ubc1c\ud718\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uce59 \uae30\ubc18 \uc5d4\uc9c4\uacfc AI \uc5d0\uc774\uc804\ud2b8\ub294 \uc6f9 \uc591\uc2dd\uc744 \uc791\uc131\ud558\ub294 \uc2e0\uaddc \uc7a0\uc7ac \uace0\uac1d, \uc5f0\ub840 \uac80\ud1a0 \uc911\uc5d0 \uac10\uc9c0\ub41c \uc704\ud5d8 \ud504\ub85c\ud544 \ubcc0\uacbd, \uacc4\uc88c\uc5d0 \uc0c1\ub2f9\ud55c \ud604\uae08\uc774 \uc720\uc785\ub418\uac70\ub098 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \ud544\uc694\ud55c \uaddc\uc815 \uc5c5\ub370\uc774\ud2b8 \ub4f1\uc758 \uc774\ubca4\ud2b8\uc5d0 \ub530\ub77c \ub2e4\uc74c \ub2e8\uacc4\ub97c \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud2b8\ub9ac\uac70\ub97c \uc0ac\uc6a9\ud558\uba74 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \ud6c4\uc18d \uc870\uce58\ub97c \uae30\uc5b5\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uae09 \uc194\ub8e8\uc158\uc740 \uae30\ubcf8\uc801\uc778 \ub85c\ubd07 \ud504\ub85c\uc138\uc2a4 \uc790\ub3d9\ud654\ub97c \ub6f0\uc5b4\ub118\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc815\ubcf4\uc5d0 \ub300\ud55c \ub2e8\uc77c \ub370\uc774\ud130 \uc18c\uc2a4\ub97c \uc0dd\uc131\ud558\ub294 \ud1b5\ud569 \ub370\uc774\ud130 \ubaa8\ub378, \uace0\uac1d\uc774 \uc140\ud504 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud560 \uc218 \uc788\ub294 \uace0\uac1d \ud3ec\ud138, \uac10\uc0ac\uc778\uacfc \uaddc\uc81c \uae30\uad00\uc744 \ub9cc\uc871\uc2dc\ud0a4\ub294 \ud3ec\uad04\uc801\uc778 \uac10\uc0ac \ucd94\uc801 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \ub2e8\uc21c\ud55c \uc5c5\ubb34 \uc790\ub3d9\ud654\ub97c \ub118\uc5b4 \uc9c4\uc815\ud55c \uc6b4\uc601 \ud6a8\uc728\uc131\uc73c\ub85c \ub098\uc544\uac08 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \uacbd\uc6b0, \uc790\ub3d9\ud654\ub294 \ub370\uc774\ud130 \uc8fc\uad8c\uacfc \uae30\uad00\uc758 \ud1b5\uc81c\uad8c\uc744 \ubcf4\ud638\ud558\uae30 \uc704\ud574 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub429\ub2c8\ub2e4. \uc774\ub294 \uac00\uc7a5 \ub192\uc740 \uc218\uc900\uc758 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uae30\uc900\uc744 \uc694\uad6c\ud558\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc740\ud589, \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc5d0\uac8c \ub9e4\uc6b0 \uc911\uc694\ud55c \uc0ac\ud56d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-map-your-advisory-workflows-before-you-automate\">\uc790\ub3d9\ud654\ud558\uae30 \uc804\uc5d0 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c \ub9e4\ud551\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc774\ub098 \uae30\uc220\uc5d0 \ud22c\uc790\ud558\uae30 \uc804\uc5d0 \uc2dc\uac04\uc744 \ub0b4\uc5b4 \ud604\uc7ac \ud504\ub85c\uc138\uc2a4\ub97c \ucc98\uc74c\ubd80\ud130 \ub05d\uae4c\uc9c0 \ubb38\uc11c\ud654\ud558\uc138\uc694. \ud654\uc774\ud2b8\ubcf4\ub4dc\ub97c \uaebc\ub0b4\uac70\ub098 \ub2e4\uc774\uc5b4\uadf8\ub7a8 \ub3c4\uad6c\ub97c \uc5f4\uac70\ub098 \uadf8\ub0e5 \uc885\uc774\ub97c \uc0ac\uc6a9\ud558\uc138\uc694. \ubcf4\uc774\uc9c0 \uc54a\ub294 \uac83\uc740 \uac1c\uc120\ud560 \uc218 \uc5c6\uc73c\ubbc0\ub85c \ud604\uc7ac \ud68c\uc0ac\uc5d0\uc11c \uc5c5\ubb34\uac00 \uc5b4\ub5bb\uac8c \ud758\ub7ec\uac00\ub294\uc9c0 \uc815\ud655\ud788 \ud30c\uc545\ud558\ub294 \uac83\uc774 \ubaa9\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\uc5d0\uc11c \ucc98\ub9ac\ud558\ub294 \uc77c\ubc18\uc801\uc778 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ub098\uc5f4\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc6cc\ud06c\ud50c\ub85c \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc124\uba85<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\ub4dc \ucea1\ucc98<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc7a0\uc7ac \uace0\uac1d\uc774 \uc2dc\uc2a4\ud15c\uc5d0 \ub4e4\uc5b4\uc624\ub294 \ubc29\ubc95<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc628\ubcf4\ub529 \ubc0f KYC<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c, \ubcf8\uc778 \uc778\uc99d, \uacc4\uc815 \uc124\uc815<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubaa9\ud45c \ubc1c\uacac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\uc758 \ubaa9\ud45c\uc640 \uc6b0\uc120\uc21c\uc704 \uc774\ud574<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub9de\ub294 \ud22c\uc790 \uc804\ub7b5 \uc218\ub9bd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc8fc\ubb38 \ub77c\uc6b0\ud305<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ud0c1\uc790\uc5d0\uac8c \uac70\ub798 \ubcf4\ub0b4\uae30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uae30\uc5c5 \ud65c\ub3d9 \ucc98\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubc30\ub2f9\uae08, \ubd84\ud560 \ubc0f \uae30\ud0c0 \uc774\ubca4\ud2b8 \uad00\ub9ac\ud558\uae30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc815\uae30 \ubcf4\uace0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uba85\uc138\uc11c \ubc0f \uc131\uacfc \ubcf4\uace0\uc11c \uc0dd\uc131<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c0\uc18d\uc801\uc778 \uc801\ud569\uc131 \uac80\ud1a0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc0c1\ud669\uc5d0 \ub300\ud55c \uc5f0\uac04 \ub610\ub294 \uc218\uc2dc \uac80\ud1a0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\uc815 \uae30\uac04\uc744 \uc120\ud0dd\ud558\uc5ec \uc0c1\uc138\ud558\uac8c \ub9e4\ud551\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uccab \uc5f0\ub77d\ubd80\ud130 \uccab \ubc88\uc9f8 \uc5f0\ub840 \uac80\ud1a0\uae4c\uc9c0 \uc804\uccb4 \uace0\uac1d \uc5ec\uc815\uc744 \ucd94\uc801\ud558\uc138\uc694. \uac01 \uc811\uc810, \ud300\uc6d0 \uac04\uc758 \ud578\ub4dc\uc624\ud504, \uac01 \uc2dc\uc2a4\ud15c \uc0c1\ud638 \uc791\uc6a9\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \ub2e8\uacc4\uc758 \ucc45\uc784 \uc788\ub294 \uc5ed\ud560, \ud544\uc694\ud55c \uc11c\ub958, \uc0ac\uc6a9\ub418\ub294 \uc2dc\uc2a4\ud15c, \uc77c\ubc18\uc801\uc778 \ucc98\ub9ac \uc2dc\uac04\uc744 \ud3ec\ud568\ud558\uc138\uc694. \uc11c\uba85\uc744 \uae30\ub2e4\ub9ac\ub294 \ubb38\uc11c \ub54c\ubb38\uc5d0 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0 3\uc8fc\uac00 \uac78\ub9ac\uac70\ub098, \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d\ub2f9 2\uc2dc\uac04\uc529 \uc218\ud0c1\uc790 \uba85\uc138\uc11c\uc758 \uc7ac\ubb34 \ub370\uc774\ud130\ub97c \ub2e4\uc2dc \uc785\ub825\ud558\ub294 \ub370 \uc18c\uc694\ub418\ub294 \uac83\uc744 \ubcf4\uba74 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ubd84\uba85\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e4\ud551\ud560 \ub54c \uace0\ubb38, \ubcf4\uc870\uc790, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubc0f IT \uc9c1\uc6d0\uc744 \ucc38\uc5ec\uc2dc\ud0a4\uc138\uc694. \uccad\uc0ac\uc9c4\uc740 \uc774\ub860\uc801\uc73c\ub85c \uc5b4\ub5bb\uac8c \ud574\uc57c \ud558\ub294\uc9c0\ub97c \uc124\uba85\ud558\ub294 \uc815\ucc45 \ubb38\uc11c\uac00 \uc544\ub2c8\ub77c \uc2e4\uc81c \uc5c5\ubb34\ub97c \ubc18\uc601\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud611\uc5c5\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \ub610\ud55c \uc55e\uc73c\ub85c\uc758 \ubcc0\ud654\uc5d0 \ub300\ud55c \ub3d9\uc758\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-identify-bottlenecks-and-compliance-risks\">\ubcd1\ubaa9 \ud604\uc0c1 \ubc0f \uaddc\uc815 \uc900\uc218 \uc704\ud5d8 \uc2dd\ubcc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e4\ud551\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0\uc11c \uc9c0\uc18d\uc801\uc73c\ub85c \uc791\uc5c5 \uc18d\ub3c4\ub97c \uc800\ud558\uc2dc\ud0a4\ub294 \ub2e8\uacc4\ub97c \uc2a4\uce94\ud558\uc138\uc694. \uc77c\ubc18\uc801\uc778 \uc6d0\uc778\uc73c\ub85c\ub294 \uc885\uc774 \uc591\uc2dd\uc774\ub098 PDF\uc758 \uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825, \uc774\uba54\uc77c \uccb4\uc778\uc744 \ud1b5\ud55c \ub204\ub77d\ub41c \ubb38\uc11c \ucd94\uc801, \uc2e4\uc81c \uc11c\uba85 \ub300\uae30, CRM\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c \uac04\uc758 \uc774\uc911 \ud0a4 \uc785\ub825 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uc608\ub97c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc7a0\uc7ac \uace0\uac1d\uc758 \uc7ac\ubb34 \uc81c\ud45c\ub97c PDF \ucca8\ubd80 \ud30c\uc77c\ub85c \ubc1b\ub294\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub098 \uc5b4\uc2dc\uc2a4\ud134\ud2b8\uac00 PDF \uc124\ubb38\uc9c0\uc758 \uace0\uac1d \ub370\uc774\ud130\ub97c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubd84\uc11d \ub3c4\uad6c\uc5d0 \ub2e4\uc2dc \uc785\ub825\ud558\ub294 \ub370 \uba87 \uc2dc\uac04\uc744 \uc18c\ube44\ud569\ub2c8\ub2e4. \uc218\uc791\uc5c5\uc73c\ub85c \uc785\ub825\ud560 \ub54c\ub9c8\ub2e4 \uc778\uc801 \uc624\ub958\uac00 \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \uc785\ub825\uc5d0 \uc18c\uc694\ub418\ub294 \uac01 \uc2dc\uac04\uc740 \uace0\uac1d \uc11c\ube44\uc2a4\ub098 \ube44\uc988\ub2c8\uc2a4 \uac1c\ubc1c\uc5d0 \ud22c\uc790\ud560 \uc218 \uc5c6\ub294 \uc2dc\uac04\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610 \ub2e4\ub978 \uc77c\ubc18\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\ub294 \ubd88\uc644\uc804\ud55c KYC \uc591\uc2dd\uc785\ub2c8\ub2e4. \uc9c1\uc6d0\uc774 \ub204\ub77d\ub41c \uc815\ubcf4\ub97c \uc218\uc9d1\ud558\uae30 \uc704\ud574 \uace0\uac1d\uc5d0\uac8c \ubc18\ubcf5\uc801\uc73c\ub85c \uc5f0\ub77d\ud558\uc5ec \uc591\ucabd \ubaa8\ub450\uc758 \ubd88\ub9cc\uc744 \uc57c\uae30\ud558\uace0 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \uba70\uce60 \ub610\ub294 \uba87 \uc8fc\uc529 \uc9c0\uc5f0\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uac04 \uc18c\ubaa8\uc801\uc778 \uc791\uc5c5\uc740 \uc544\ubb34\ub7f0 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uc9c0 \ubabb\ud558\uba70 \uad00\uacc4\uac00 \uc2dc\uc791\ub418\uae30\ub3c4 \uc804\uc5d0 \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \ub5a8\uc5b4\ub728\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c\uc5d0\uc11c \uaddc\uc815 \uc900\uc218\uc5d0 \ubbfc\uac10\ud55c \uc9c0\uc810\uc5d0 \ud2b9\ud788 \uc8fc\uc758\ub97c \uae30\uc6b8\uc774\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc801\ud569\uc131 \ud655\uc778 \ubc0f \ubb38\uc11c\ud654<\/li>\n\n\n\n<li>PEP \ubc0f \uc81c\uc7ac \uc2ec\uc0ac<\/li>\n\n\n\n<li>\ucd5c\uace0\uc758 \uc2e4\ud589 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc774\ud574 \uc0c1\ucda9 \uacf5\uac1c<\/li>\n\n\n\n<li>\uace0\uac1d \uc704\ud5d8 \ud504\ub85c\ud544 \ud3c9\uac00<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uacbd\ud5d8\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5, \uaddc\uc815 \uc900\uc218 \uc704\ud5d8, \ub0b4\ubd80 \ube44\uc6a9\uc774\ub77c\ub294 \uc138 \uac00\uc9c0 \uae30\uc900\uc5d0 \ub530\ub77c \uc2dd\ubcc4\ub41c \ubcd1\ubaa9 \ud604\uc0c1\uc758 \uc21c\uc704\ub97c \ub9e4\uaca8\ubcf4\uc138\uc694. \uc774\ub807\uac8c \ud558\uba74 \uc989\uac01\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uacf3\uc5d0 \ub9ac\uc18c\uc2a4\ub97c \uc9d1\uc911\ud558\ub294 \uc790\ub3d9\ud654 \uc6b0\uc120\uc21c\uc704 \ubaa9\ub85d\uc774 \ub9cc\ub4e4\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubd84\uc11d\uc740 \ub098\uc911\uc5d0 \ube44\uad50\ud558\uae30 \uc704\ud55c \uae30\uc900\uc120\ub3c4 \uc81c\uacf5\ud569\ub2c8\ub2e4. 6\uac1c\uc6d4 \ud6c4\uc758 \uc790\ub3d9\ud654 \uc131\uacf5 \uc5ec\ubd80\ub97c \uce21\uc815\ud560 \ub54c\ub294 \uc5b4\ub514\uc11c\ubd80\ud130 \uc2dc\uc791\ud588\ub294\uc9c0 \uc54c\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-define-your-target-client-journey\">\ud0c0\uac9f \uace0\uac1d \uc5ec\uc815 \uc815\uc758<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcd1\ubaa9 \ud604\uc0c1\uc744 \ud30c\uc545\ud55c \ud6c4 \uc774\uc0c1\uc801\uc778 \ub514\uc9c0\ud138 \uc5ec\uc815\uc744 \uc2a4\ucf00\uce58\ud558\uc138\uc694. \ud604\uc7ac 3\uc8fc\uac00 \uac78\ub9ac\ub294 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c 48\uc2dc\uac04 \uc774\ub0b4\uc5d0 \uc644\ub8cc\ud560 \uc218 \uc788\ub2e4\uba74 \uc5b4\ub5a4 \ubaa8\uc2b5\uc77c\uae4c\uc694? \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uad00\ub9ac \uc5c5\ubb34 \ub300\uc2e0 \uace0\ubd80\uac00\uac00\uce58 \uc5c5\ubb34\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub2e4\uba74 \uc5b4\ub5a8\uae4c\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa9\ud45c \uc5ec\uc815\uc5d0 \ub300\ud55c \uad6c\uccb4\uc801\uc778 \ub9c8\uc77c\uc2a4\ud1a4\uc744 \uc124\uc815\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uba87 \ubd84 \uc548\uc5d0 \ub514\uc9c0\ud138 ID \uc778\uc99d \uc644\ub8cc<\/li>\n\n\n\n<li>\uc2e4\uc2dc\uac04\uc73c\ub85c \ucc44\uc810\ub418\ub294 \uc790\ub3d9\ud654\ub41c \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0<\/li>\n\n\n\n<li>\uc608\ube44 \ud22c\uc790 \uc81c\uc548\uc11c \uc989\uc2dc \uc804\ub2ec<\/li>\n\n\n\n<li>\uc790\ub3d9 \uc54c\ub9bc \uae30\ub2a5\uc73c\ub85c \ub204\ub77d\ub41c \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc774\uba54\uc77c\uc744 \uc8fc\uace0\ubc1b\uc744 \ud544\uc694 \uc5c6\uc74c<\/li>\n\n\n\n<li>\uace0\uac1d\uc774 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uace0 \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud560 \uc218 \uc788\ub294 \uc140\ud504 \uc11c\ube44\uc2a4 \ud3ec\ud138 \uc561\uc138\uc2a4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa9\ud45c \uc5ec\uc815\uc744 \uac00\uce58 \uc81c\uc548\uc5d0 \ub9de\ucdb0 \uc870\uc815\ud558\uc138\uc694. \ud558\uc774\ud130\uce58 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ud68c\uc0ac\ub294 \ubaa8\ub4e0 \uc911\uc694\ud55c \uc811\uc810\uc5d0\uc11c \uac1c\uc778\ud654\ub41c \uc9c0\uc6d0\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\ub294 \uc790\ub3d9\ud654\ub97c \uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud655\uc7a5 \uac00\ub2a5\ud55c \ub300\ub7c9 \ub85c\ubcf4 \uc9c0\uc6d0 \ubaa8\ub378\uc740 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ub354\uc6b1 \uad11\ubc94\uc704\ud558\uac8c \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654 \uc218\uc900\uacfc \ub300\uba74 \uc811\ucd09 \uc218\uc900\uc740 \uc11c\ube44\uc2a4 \ub300\uc0c1\uacfc \uacbd\uc7c1 \ubc29\uc2dd\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uba74 \uae30\uc5c5\uc740 \ub9ce\uc740 \ucf54\ub529 \uc791\uc5c5 \uc5c6\uc774\ub3c4 \uc774\ub7ec\ud55c \uc5ec\uc815\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uac01\uc801 \uc6cc\ud06c\ud50c\ub85c \ube4c\ub354\ub294 \uc804\ub2f4 \uac1c\ubc1c\ud300\uc774 \uc5c6\ub294 \ud68c\uc0ac\uc5d0\uc11c\ub3c4 \uc774\uc0c1\uc801\uc778 \ub9f5\uc744 \ud604\uc2e4\uc801\uc73c\ub85c \ub2ec\uc131\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc804\ub7b5 \uacc4\ud68d\uc744 \uc6b4\uc601 \ud604\uc2e4\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-select-the-right-automation-platform-for-your-advisory-firm\">\uc790\ubb38\uc0ac\uc5d0 \uc801\ud569\ud55c \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc \uc120\ud0dd\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc \uc120\ud0dd\uc740 \uc218\ub144\uac04 \ub370\uc774\ud130 \ubaa8\ub378\uacfc \ud504\ub85c\uc138\uc2a4\ub97c \uace0\uc815\uc2dc\ud0a4\ub294 \uc804\ub7b5\uc801 \uacb0\uc815\uc785\ub2c8\ub2e4. \uaddc\uc81c \uc694\uac74, \uc6b4\uc601 \ubaa9\ud45c, \uc81c\uacf5\ud558\uace0\uc790 \ud558\ub294 \uace0\uac1d \uacbd\ud5d8\uc5d0 \ubd80\ud569\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uacb0\uc815\uc744 \uc9c4\uc9c0\ud558\uac8c \uace0\ub824\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\ub97c \ud3c9\uac00\ud558\uae30 \uc804\uc5d0 \ud3ec\uad04\uc801\uc778 \uc694\uad6c \uc0ac\ud56d \ubaa9\ub85d\uc744 \uc791\uc131\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uae30\ub2a5 \uc601\uc5ed<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 \uc694\uad6c \uc0ac\ud56d<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>CRM<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\ub77d\ucc98 \uad00\ub9ac, \ud65c\ub3d9 \ucd94\uc801, \uad00\uacc4 \ub9e4\ud551<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>KYC \uc591\uc2dd, \ubb38\uc11c \uc218\uc9d1, \uc2e0\uc6d0 \ud655\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc720 \uc790\uc0b0 \uc9d1\uacc4, \ub9ac\ubc38\ub7f0\uc2f1, \uc131\uacfc \ubcf4\uace0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc140\ud504 \uc11c\ube44\uc2a4 \uc561\uc138\uc2a4, \ubb38\uc11c \uacf5\uc720, \ubcf4\uc548 \uba54\uc2dc\uc9d5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uace0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c \uba85\uc138\uc11c, \uaddc\uc815 \uc900\uc218 \ubcf4\uace0\uc11c, \uad00\ub9ac \ub300\uc2dc\ubcf4\ub4dc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc774\uba54\uc77c \uc5ec\uc815, \uc138\ubd84\ud654, \ud2b8\ub9ac\uac70 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c\ub97c \ubc1b\ub294 \uae30\uc5c5\uc740 \ub370\uc774\ud130 \ubcf4\uc874, \uc554\ud638\ud654 \ud45c\uc900, \uc0ac\uc6a9\uc790 \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \uac10\uc0ac \ub85c\uae45 \uae30\ub2a5\uc744 \uc2e0\uc911\ud558\uac8c \ud3c9\uac00\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub530\ub77c \uae08\uc735 \ub370\uc774\ud130\uac00 \ubcf4\ud638\ub418\uae30\ub97c \uae30\ub300\ud558\ub294 \uc720\ub7fd \ub610\ub294 \uc2a4\uc704\uc2a4 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \ub54c \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc644\uc804\ud55c \ub370\uc774\ud130 \uc8fc\uad8c\uacfc \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218 \uc9c0\uc6d0\uc774 \ud544\uc694\ud55c \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae30\ud0c0 \uaddc\uc81c \ub300\uc0c1\uc790\ub97c \uc704\ud574 \uc2a4\uc704\uc2a4\uc5d0\uc11c \uad6c\ucd95\ub41c \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc758 \ubaa8\ubc94 \uc0ac\ub840\uc785\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc5ec\ub7ec \ub3c4\uad6c\uc640 \ud1b5\ud569\uc744 \uc0ac\uc6a9\ud558\ub294 \ub300\uc2e0 CRM, \uace0\uac1d \ud3ec\ud138, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \ud3ec\uad04\ud558\ub294 \ub2e8\uc77c \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub77c\uc774\uc120\uc2a4 \uac00\uaca9\ub9cc \ube44\uad50\ud558\uc9c0 \ub9d0\uace0 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \ube44\uad50\ud558\uc138\uc694. \uad6c\ud604 \ube44\uc6a9, \ud1b5\ud569 \uc791\uc5c5, \uc9c0\uc18d\uc801\uc778 \uad00\ub9ac, \uc5f0\uacb0\ub418\uc9c0 \uc54a\uc740 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \uad00\ub9ac\ud558\ub294 \ub370 \ub4dc\ub294 \uc228\uaca8\uc9c4 \ube44\uc6a9\uc744 \ud3ec\ud568\ud558\uc138\uc694. \ud3ec\uad04\uc801\uc778 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uc774 \uc57d\uac04 \ub192\uc744\uc218\ub85d \uc7a5\uae30\uc801\uc778 \uc6b4\uc601 \ube44\uc6a9\uc774 \ub0ae\uc544\uc9c0\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-features-for-advisory-workflow-automation\">\uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub97c \uc704\ud55c \ud544\uc218 \uae30\ub2a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc744 \ud3c9\uac00\ud560 \ub54c \uc790\ub3d9\ud654\ub97c \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud558\ub294 \uc790\ubb38 \ud68c\uc0ac\uc5d0\uac8c\ub294 \ud2b9\uc815 \uae30\ub2a5\uc740 \ud611\uc0c1 \ub300\uc0c1\uc774 \ub420 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud1b5\ud569 CRM \uae30\ub2a5<\/strong> \uae30\ubc18\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0, \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uba70, \ub370\uc774\ud130 \uc0ac\uc77c\ub85c \uc5c6\uc774 \uac01 \uad00\uacc4\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \ubcf4\uae30\ub97c \uc81c\uacf5\ud558\ub294 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\uc131 \uac00\ub2a5\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd<\/strong> KYC \ubc0f AML \uac80\uc0ac\uac00 \ub0b4\uc7a5\ub418\uc5b4 \uc788\uc5b4 \uc11c\ub958 \uc791\uc5c5\uc774 \ud544\uc694 \uc5c6\uc2b5\ub2c8\ub2e4. \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uc804\uc790 \uc11c\uba85, \uc790\ub3d9\ud654\ub41c \uaddc\uc815 \uc900\uc218 \uc2ec\uc0ac\ub97c \uc9c0\uc6d0\ud558\ub294 \ud50c\ub7ab\ud3fc\uc744 \ucc3e\uc544\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\ub3d9\ud654\ub41c \ubb38\uc11c \uc0dd\uc131<\/strong> \ub97c \uc0ac\uc6a9\ud558\uba74 \uc81c\uc548\uc11c, \ud22c\uc790 \uc815\ucc45 \uc124\uba85\uc11c, \ubcf4\uace0\uc11c \uc791\uc131\uc5d0 \ub4dc\ub294 \uc218\ub9ce\uc740 \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uace0\uc758 \uc2dc\uc2a4\ud15c\uc740 \uc218\ub3d9 \uac1c\uc785 \uc5c6\uc774 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc804\ubb38\uc801\uc778 \ud615\uc2dd\uc758 \ubb38\uc11c\ub85c \ubc14\ub85c \uac00\uc838\uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubcf4\uc548 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong> \uace0\uac1d\uacfc\uc758 \uad00\uacc4\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc778\ubc14\uc6b4\ub4dc \ubb38\uc758\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba85\uc138\uc11c, \ubb38\uc11c \ubc0f \uacc4\uc815 \uc815\ubcf4\uc5d0 \ub300\ud55c \uc140\ud504 \uc11c\ube44\uc2a4 \uc561\uc138\uc2a4\ub294 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\uace0 \uc9c1\uc6d0\uc758 \uc2dc\uac04\uc744 \uc808\uc57d\ud574 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae30\ubcf8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c<\/strong> \ud22c\uc790\uc5d0 \uc9d1\uc911\ud558\ub294 \ud68c\uc0ac\ub77c\uba74 \ub354\uc6b1 \uc911\uc694\ud569\ub2c8\ub2e4. \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc9c0\uc6d0, \ub9ac\ubc38\ub7f0\uc2f1 \uc5d4\uc9c4, \uc131\uacfc \uacc4\uc0b0, \uc218\uc218\ub8cc \ubcf4\uace0, \uc0ac\ubaa8 \ud380\ub4dc \ubc0f \ubd80\ub3d9\uc0b0\uacfc \uac19\uc740 \ubcf5\uc7a1\ud55c \uc790\uc0b0\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uae30\ub2a5\uc744 \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uae30\ub2a5<\/strong> \uc774\uba54\uc77c \uc5ec\uc815, \uace0\uac1d \uc138\uadf8\uba3c\ud2b8 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud0dc\ubcc4 \uc138\ubd84\ud654, \ud2b8\ub9ac\uac70\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud1b5\ud574 \uc218\ub3d9 \uc791\uc5c5 \uc5c6\uc774\ub3c4 \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac15\ub825\ud55c \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c<\/strong> \ud2b9\ubcc4\ud55c \uc8fc\uc758\ub97c \uae30\uc6b8\uc5ec\uc57c \ud569\ub2c8\ub2e4. \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c, \ubcf4\uc874 \uc815\ucc45, \uc804\uc790 \uc11c\uba85 \uc9c0\uc6d0, \ubaa8\ub4e0 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd\uc5d0 \ub300\ud55c \uc804\uccb4 \uac10\uc0ac \ucd94\uc801\uc740 \ud45c\uc900\uc774 \ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c0\ub9c9\uc73c\ub85c \ubc30\ud3ec \uc720\uc5f0\uc131\uc744 \uace0\ub824\ud558\uc138\uc694. \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud074\ub77c\uc6b0\ub4dc \uc635\uc158 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \uc124\uce58\ub294 \uace0\uac1d \ub370\uc774\ud130\uc758 \uc704\uce58\uc5d0 \ub300\ud574 \uc5c4\uaca9\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uac00\uc9c0\uace0 \uc788\ub294 \ud604\uc9c0 \uaddc\uc81c \uae30\uad00 \ubc0f \ub0b4\ubd80 \ubcf4\uc548 \ucc45\uc784\uc790\ub97c \ub9cc\uc871\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-with-existing-systems\">\uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 \uc790\ubb38 \ud68c\uc0ac\ub294 \uc774\ubbf8 \ud575\uc2ec \ubc45\ud0b9 \ud50c\ub7ab\ud3fc, \uc218\ud0c1\uc790, \ud68c\uacc4 \uc2dc\uc2a4\ud15c, \uadf8\ub9ac\uace0 \uad6c\ud615 CRM\uc744 \ud3ec\ud568\ud55c \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc790\ub3d9\ud654 \uc194\ub8e8\uc158\uc740 \uc774\ub7ec\ud55c \uae30\uc874 \uae30\uc220 \ud658\uacbd\uacfc \uc6d0\ud65c\ud558\uac8c \uc5f0\uacb0\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ud1b5\ud569 \uae30\ub2a5\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf4\uc720, \uac70\ub798 \ubc0f \uacc4\uc88c \uc794\uace0\uc5d0 \ub300\ud55c \uc218\ud0c1 \ub370\uc774\ud130 \ud53c\ub4dc<\/li>\n\n\n\n<li>Outlook \ub610\ub294 Google \uc6cc\ud06c\uc2a4\ud398\uc774\uc2a4\uc6a9 \uce98\ub9b0\ub354 \ubc0f \uc774\uba54\uc77c \ud1b5\ud569<\/li>\n\n\n\n<li>\uc218\uc218\ub8cc \uccad\uad6c \ubc0f \ubcf4\uace0\ub97c \uc704\ud55c \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc5f0\uacb0<\/li>\n\n\n\n<li>\uc8fc\ubb38 \uccb4\uacb0\uc744 \uc704\ud55c \uac70\ub798 \ud50c\ub7ab\ud3fc \ub9c1\ud06c<\/li>\n\n\n\n<li>\uc544\uce74\uc774\ube59\uc744 \uc704\ud55c \ubb38\uc11c \uad00\ub9ac \uc2dc\uc2a4\ud15c \uc5f0\uacb0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\ub97c \ud3c9\uac00\ud560 \ub54c\ub294 \uc0ac\uc6a9 \uac00\ub2a5\ud55c API, \uc0ac\uc804 \uad6c\ucd95\ub41c \ucee4\ub125\ud130, \uc218\ud0c1\uc5c5\uccb4 \ubc0f \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc\uc758 \uad6c\uccb4\uc801\uc778 \ud1b5\ud569 \uacbd\ud5d8\uc5d0 \ub300\ud574 \ubb38\uc758\ud558\uc138\uc694. \uc720\uc0ac\ud55c \uae30\uc220 \uc2a4\ud0dd\uc744 \ubcf4\uc720\ud55c \uc5c5\uccb4\uc5d0\uac8c \ucd94\ucc9c\uc11c\ub97c \uc694\uccad\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc911\uc559 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uacc4\uce35\uc758 \uc5ed\ud560\uc744 \uc218\ud589\ud558\uc5ec \uace0\uac1d \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud55c\uacf3\uc73c\ub85c \uac00\uc838\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc218\ub3d9 \uc870\uc815\uc774 \uc904\uc5b4\ub4e4\uace0 \ub2e8\uc808\ub41c \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uc744 \uc0ac\uc6a9\ud558\ub294 \uae30\uc5c5\uc744 \uad34\ub86d\ud788\ub294 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uac00 \uc81c\uac70\ub429\ub2c8\ub2e4. \ubaa8\ub4e0 \uc7ac\ubb34 \ub370\uc774\ud130\uac00 \ub2e8\uc77c \ub370\uc774\ud130 \uc18c\uc2a4\ub85c \uc720\uc785\ub418\uba74 \uc624\ub958\ub97c \ucd5c\uc18c\ud654\ud558\ub294 \uac83\uc774 \uac04\ub2e8\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\ud0dd \uacfc\uc815\uc758 \uc77c\ubd80\ub85c \uac04\ub2e8\ud55c \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98 \ub2e4\uc774\uc5b4\uadf8\ub7a8\uc744 \uc124\uacc4\ud558\uc138\uc694. \uc2dc\uc2a4\ud15c \uac04\uc758 \ub370\uc774\ud130 \ud750\ub984\uc744 \ub9e4\ud551\ud558\uace0, \ud544\uc694\ud55c \ubcc0\ud658\uc744 \uc2dd\ubcc4\ud558\uace0, \uac01 \ud1b5\ud569\uc758 \uc18c\uc720\uc790\ub97c \uba85\ud655\ud788 \ud558\uc138\uc694. \uc774 \uc5f0\uc2b5\uc740 \uad6c\ud604 \uc911\uc5d0 \uc608\uc0c1\uce58 \ubabb\ud55c \ub3cc\ubc1c \uc0c1\ud669\uc744 \ubc29\uc9c0\ud558\uace0 \ud300\uc774 \uac01 \uc694\uc18c\uac00 \uc11c\ub85c \uc5b4\ub5bb\uac8c \uacb0\ud569\ub418\ub294\uc9c0 \uc774\ud574\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-design-and-build-automated-workflows\">\uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc124\uacc4 \ubc0f \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud55c \ud6c4\uc5d0\ub294 \ub9e4\ud551\ub41c \ud504\ub85c\uc138\uc2a4\uc640 \ubaa9\ud45c \uc5ec\uc815\uc744 \uc2e4\uc81c \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub85c \ubcc0\ud658\ud558\uc138\uc694. \uc5ec\uae30\uc11c \uacc4\ud68d\uc774 \ud604\uc2e4\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uac83\uc744 \ud55c\uaebc\ubc88\uc5d0 \uc790\ub3d9\ud654\ud558\uae30\ubcf4\ub2e4\ub294 \uc601\ud5a5\ub825\uc774 \ud070 \ud55c\ub450 \uac00\uc9c0 \uc6cc\ud06c\ud50c\ub85c\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \uace0\uac1d \uc628\ubcf4\ub529\uacfc \uc815\uae30\uc801\uc778 \uac80\ud1a0 \uc8fc\uae30\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uac00\uc7a5 \ud070 \ud22c\uc790 \ub300\ube44 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ub450 \uac00\uc9c0\uac00 \uc6d0\ud65c\ud558\uac8c \uc791\ub3d9\ud558\uba74 \ub2e4\ub978 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub85c \ud655\uc7a5\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc6cc\ud06c\ud50c\ub85c\ub294 \ud2b8\ub9ac\uac70, \uc870\uac74, \uc791\uc5c5 \ubc0f \uc790\ub3d9\ud654\ub41c \uc791\uc5c5\uc73c\ub85c \uad6c\uc131\ub429\ub2c8\ub2e4. \ud2b8\ub9ac\uac70\ub294 \uc6f9 \uc591\uc2dd\uc744 \uc791\uc131\ud558\ub294 \uc2e0\uaddc \uc7a0\uc7ac \uace0\uac1d\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc870\uac74\uc740 \uace0\uac1d \uc720\ud615, \uad00\ud560 \uc9c0\uc5ed \ub610\ub294 \uc81c\ud488 \uad00\uc2ec\ub3c4\uc5d0 \ub530\ub77c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc5b4\ub5a4 \uacbd\ub85c\ub97c \ub530\ub77c\uac08\uc9c0 \uacb0\uc815\ud569\ub2c8\ub2e4. \uc791\uc5c5\uc740 \ud2b9\uc815 \ud300\uc6d0\uc5d0\uac8c \uc791\uc5c5\uc744 \ud560\ub2f9\ud569\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \uc791\uc5c5\uc740 \ud655\uc778 \uc774\uba54\uc77c \uc804\uc1a1\uc774\ub098 CRM \uae30\ub85d \uc5c5\ub370\uc774\ud2b8\uc640 \uac19\uc774 \uc0ac\ub78c\uc758 \ud310\ub2e8\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc740 \ub2e8\uacc4\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218\ub97c \uc704\ud574 \uc0ac\ub78c\uc758 \uc2b9\uc778\uc740 \uc5ec\uc804\ud788 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc801\ud569\uc131 \ud3c9\uac00 \ubc0f \ud22c\uc790 \ucd94\ucc9c\uacfc \uac19\uc740 \uc911\uc694\ud55c \ud504\ub85c\uc138\uc2a4\ub294 \uc9c4\ud589\ud558\uae30 \uc804\uc5d0 \ud56d\uc0c1 \uace0\ubb38\uc5d0\uac8c \uac80\ud1a0\ub97c \uc694\uccad\ud558\ub3c4\ub85d \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc124\uacc4\ud558\uc138\uc694. \uc774\ub807\uac8c \ud558\uba74 \uaddc\uc81c \ub2f9\uad6d\uc774 \uae30\ub300\ud558\ub294 \uc778\uac04 \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc790\ub3d9\ud654 \ub2e8\uacc4\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ubb38\uc11c\ud654\ub294 \ud544\uc218\uc785\ub2c8\ub2e4. \uaddc\uc81c \uae30\uad00, \uac10\uc0ac\uc790, \uc2e0\uaddc \uc9c1\uc6d0\uc740 \uc758\uc0ac \uacb0\uc815\uc774 \uc5b4\ub5bb\uac8c \uc774\ub8e8\uc5b4\uc9c0\uace0 \uae30\ub85d\ub418\ub294\uc9c0 \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \uc2dc\uac01\uc801 \uc6cc\ud06c\ud50c\ub85c \ube4c\ub354\ub294 \uae30\uc220 \uc804\ubb38\uac00\uac00 \uc544\ub2cc \uc0ac\uc6a9\uc790\ub3c4 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ucf54\ub4dc \uc5c6\uc774 \ud50c\ub85c\uc6b0\ub97c \uad6c\uc131\ud558\uace0 \ud14c\uc2a4\ud2b8\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc790\ub3d9\uc73c\ub85c \ubb38\uc11c\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-client-onboarding-and-kyc\">\uace0\uac1d \uc628\ubcf4\ub529 \ubc0f KYC \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc644\uc804\ud788 \uc790\ub3d9\ud654\ub41c \uc628\ubcf4\ub529 \uc5ec\uc815\uc740 \uace0\uac1d \uacbd\ud5d8\uc744 \ud601\uc2e0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uac1c\uc120\ud569\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \uc5b4\ub5bb\uac8c \uc791\ub3d9\ud558\ub294\uc9c0 \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d\uc774 \uc6f9\uc0ac\uc774\ud2b8\uc5d0\uc11c \uc591\uc2dd\uc744 \uc791\uc131\ud558\uac70\ub098 \uad00\uacc4 \uad00\ub9ac\uc790\ub85c\ubd80\ud130 \ucd08\ub300 \uc774\uba54\uc77c\uc744 \ubc1b\uc73c\uba74 \uc5ec\uc815\uc774 \uc2dc\uc791\ub429\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc740 \uc885\uc774 \uc591\uc2dd\uacfc \uc218\ub3d9 \ud6c4\uc18d \uc870\uce58 \ub300\uc2e0 \ud6a8\uc728\uc131\uc744 \uc704\ud574 \uc124\uacc4\ub41c \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ub4e4\uc5b4\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc591\uc2dd\uc740 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc815\ubcf4\ub85c \ubbf8\ub9ac \ucc44\uc6cc\uc838 \uc788\uc5b4 \ud074\ub77c\uc774\uc5b8\ud2b8\uc758 \ubc18\ubcf5\uc801\uc778 \ub370\uc774\ud130 \uc785\ub825\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \ubb38\uc11c \uc5c5\ub85c\ub4dc\ub294 \ubcf4\uc548 \ud3ec\ud138\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9c0\ubbc0\ub85c \uc774\uba54\uc77c \ucca8\ubd80 \ud30c\uc77c\uacfc \uadf8\uc5d0 \ub530\ub978 \ubcf4\uc548 \ubb38\uc81c\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uc790\ub3d9 \uc2e0\uc6d0 \ud655\uc778\uc740 \uc2e4\uc2dc\uac04\uc73c\ub85c \uc2e0\uc6d0 \ubb38\uc11c\ub97c \ud655\uc778\ud569\ub2c8\ub2e4. KYC \uc124\ubb38\uc9c0\ub294 \ubaa8\ubc14\uc77c \ub610\ub294 \ub370\uc2a4\ud06c\ud1b1\uc5d0\uc11c \ud544\uc694\ud55c \uc815\ubcf4\ub97c \ucea1\ucc98\ud558\uace0 \uc751\ub2f5\uc5d0 \ub530\ub77c \uc870\uc815\ub418\ub294 \uc2a4\ub9c8\ud2b8 \uc591\uc2dd\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d\uc774 \uc815\ubcf4\ub97c \uc81c\ucd9c\ud558\uba74 \uaddc\uce59 \uae30\ubc18 \uc790\ub3d9\ud654\uac00 \uc774\uc5b4\uc9d1\ub2c8\ub2e4:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>PEP \ubc0f \uc81c\uc7ac \uc2ec\uc0ac\uac00 \uc790\ub3d9\uc73c\ub85c \uc2e4\ud589\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc704\ud5d8 \uc810\uc218\ub294 \uc124\ubb38\uc9c0 \uc751\ub2f5\uc744 \uae30\ubc18\uc73c\ub85c \uace0\uac1d\uc758 \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \uacc4\uc0b0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad00\ud560\uad8c \ubc0f \uc81c\ud488 \uc720\ud615\uc5d0 \ub530\ub77c \ucd94\uac00 \ubb38\uc11c\uc5d0 \ub300\ud55c \uc870\uac74\ubd80 \uc694\uccad\uc774 \ubc1c\uc1a1\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \uac80\ud1a0 \uc791\uc5c5\uc774 \uc801\uc808\ud55c \ud300\uc6d0\uc5d0\uac8c \uc804\ub2ec\ub429\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \uc2b9\uc778 \ud6c4 \uc2dc\uc2a4\ud15c\uc740 CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uace0\uac1d \ubc0f \uacc4\uc815 \uae30\ub85d\uc744 \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ud569\ub2c8\ub2e4. \ud658\uc601 \ud3b8\uc9c0\uac00 \uc0dd\uc131\ub418\uc5b4 \uc804\uc1a1\ub429\ub2c8\ub2e4. \uce98\ub9b0\ub354 \ud1b5\ud569\uc744 \ud1b5\ud574 \uccab \ubc88\uc9f8 \uac80\ud1a0 \ud68c\uc758 \uc77c\uc815\uc774 \uc608\uc57d\ub429\ub2c8\ub2e4. \uba87 \uc8fc\uac00 \uac78\ub9ac\ub358 \uacc4\uc815 \uc124\uc815 \ud504\ub85c\uc138\uc2a4\uac00 \uc774\uc81c \uba70\uce60 \ub9cc\uc5d0 \uc644\ub8cc\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc628\ubcf4\ub529 \ub370\uc774\ud130\uc640 \uc758\uc0ac \uacb0\uc815\uc744 InvestGlass\uc640 \uac19\uc740 \uc18c\ubc84\ub9b0 \ud50c\ub7ab\ud3fc\uc5d0 \ubcf4\uad00\ud558\uba74 \uac10\uc0ac \uc694\uccad\uacfc \uaddc\uc81c \uac80\uc0ac\ub97c \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \ub2e8\uacc4\uac00 \uae30\ub85d\ub418\uace0 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ucc0d\ud788\uba70 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uaddc\uc815 \uc900\uc218\uac00 \ubd80\ub2f4\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-portfolio-management-and-reviews\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uac80\ud1a0 \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc790\ub3d9\ud654\ub294 \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \ud22c\uc790 \uc804\ub7b5\uc5d0 \uc5f0\uacb0\ud558\uc5ec \uc9c0\uc18d\uc801\uc778 \uc218\ub3d9 \ubaa8\ub2c8\ud130\ub9c1 \uc5c6\uc774\ub3c4 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ubaa9\ud45c\uc5d0 \ub9de\uac8c \uc720\uc9c0\ub418\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \uc5f0\uacb0\ud558\uc5ec \ubcc0\uacbd \uc0ac\ud56d\uc774 \uc801\uc808\ud55c \uc870\uce58\ub97c \ud2b8\ub9ac\uac70\ud558\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc5f0\ub840 \uac80\ud1a0 \uc911\uc5d0 \uace0\uac1d \uc704\ud5d8 \uc810\uc218\uac00 \ubcc0\uacbd\ub418\uba74 \uc2dc\uc2a4\ud15c\uc740 \ub9ac\ubc38\ub7f0\uc2f1\uc774\ub098 \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uacc4\uc88c\uc5d0 \ud50c\ub798\uadf8\ub97c \ud45c\uc2dc\ud569\ub2c8\ub2e4. \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \ub4dc\ub9ac\ud504\ud2b8\uac00 \ub208\uc5d0 \ub744\uc9c0 \uc54a\uac8c \ub418\ub294 \uac83\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc7a5 \uc6c0\uc9c1\uc784\uc73c\ub85c \uc778\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ud06c\uac8c \ubcc0\ub3d9\ud558\ub294 2025\ub144 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0dd\uac01\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc815\uc758\ub41c \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\uc5ec \ubaa9\ud45c \ubc30\ubd84\uc5d0\uc11c \ubc97\uc5b4\ub098\uba74 \uc790\ub3d9 \uc54c\ub9bc\uc774 \ud2b8\ub9ac\uac70\ub429\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c\uc774 \ub9ac\ubc38\ub7f0\uc2f1 \uac70\ub798\ub97c \uc81c\uc548\ud558\uace0 \ud22c\uc790 \ucd94\ucc9c \ucd08\uc548\uc744 \uc0dd\uc131\ud55c \ud6c4 \uc2b9\uc778\uc744 \uc704\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc804\ub2ec\ud569\ub2c8\ub2e4. \uc0ac\ub78c\uc758 \uac80\ud1a0\ub97c \uac70\uccd0\uc57c\ub9cc \uc8fc\ubb38\uc774 \uad00\ub9ac\uc778\uc5d0\uac8c \uc804\ub2ec\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\uae30 \uac80\ud1a0 \uc8fc\uae30\ub294 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc5c4\uccad\ub09c \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad00\ub828 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc \ub370\uc774\ud130\uc640 \ud568\uaed8 \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ub418\ub294 \uac80\ud1a0 \ud328\ud0b7<\/li>\n\n\n\n<li>\uce98\ub9b0\ub354 \ud1b5\ud569\uc744 \ud1b5\ud574 \uace0\uac1d\uc5d0\uac8c \ubbf8\ud305 \ucd08\ub300\uc7a5 \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li>\uc758\uc81c\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc, \ucd5c\uadfc \ud604\uae08 \ud750\ub984, CRM\uc758 \uc0dd\ud65c \uc774\ubca4\ud2b8 \uba54\ubaa8\ub85c \ubbf8\ub9ac \ucc44\uc6cc\uc9d1\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud68c\uc758 \ud6c4 \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ub418\ub294 \ud6c4\uc18d \uc791\uc5c5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc5ec\ub7ec \uc218\ud0c1\uc5c5\uccb4\uc758 \uc790\uc0b0\uc744 \ud1b5\ud569\ud558\uc5ec \ud1b5\ud569\ub41c \uace0\uac1d \ud3ec\ud138\uc5d0 \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc218\ub3d9\uc73c\ub85c \uc870\uc815\ud558\ub294 \ub370 \uc2dc\uac04\uc744 \uc18c\ube44\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc804\uccb4 \uc7ac\ubb34 \uc0c1\ud669\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc2dc\uac04\uc744 \uc808\uc57d\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacfc \ubaa8\ub2c8\ud130\ub9c1\uc774 \uc8fc\uae30\uc801\uc774\uc9c0 \uc54a\uace0 \uc9c0\uc18d\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ub300\uc2dc\ubcf4\ub4dc\ub294 \uace0\uac1d \uae30\ubc18 \uc804\ubc18\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud0dc\ub97c \ubcf4\uc5ec\uc8fc\uba70, \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uacc4\uc815\uc744 \uac15\uc870 \ud45c\uc2dc\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\ub294 \uc2dc\uac04\uc774 \ub9ce\uc774 \uc18c\uc694\ub418\ub294 \uc791\uc5c5\uc5d0\uc11c \ud6a8\uc728\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c \ud504\ub85c\uc138\uc2a4\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-communication-and-marketing-journeys\">\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \ub9c8\ucf00\ud305 \uc5ec\uc815 \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ubd84\ud654\ub41c \uc774\uba54\uc77c \ucea0\ud398\uc778\uacfc \uc790\ub3d9\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc6cc\ud06c\ud50c\ub85c\ub294 \uac01 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \uc77c\uc77c\uc774 \uc218\uc791\uc5c5\ud560 \ud544\uc694 \uc5c6\uc774 \uc7a0\uc7ac\uace0\uac1d\uc744 \uc721\uc131\ud558\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uc2ec\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uc5ec\uc815\uc758 \uc2e4\uc81c \uc0ac\ub840\ub97c \uc0b4\ud3b4\ubcf4\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0c8\ub85c\uc6b4 \uc7a0\uc7ac \uace0\uac1d \uc2dc\ud000\uc2a4<\/strong> \ucd08\uae30 \ubbf8\ud305 \ud6c4 \uc77c\ub828\uc758 \uad50\uc721\uc6a9 \uc774\uba54\uc77c\uc744 \uc804\ub2ec\ud558\uc5ec \ud68c\uc0ac\uc758 \uc811\uadfc \ubc29\uc2dd\uacfc \uc5ed\ub7c9\uc5d0 \ub300\ud55c \uadc0\uc911\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\uba74\uc11c \ud68c\uc0ac\ub97c \ucd5c\uc6b0\uc120 \uc21c\uc704\ub85c \uc720\uc9c0\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e0\uaddc \ud22c\uc790\uc790 \uad50\uc721<\/strong> \ub294 \ucd5c\uadfc\uc5d0 \uc628\ubcf4\ub529\ud55c \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc2dc\uc7a5 \uac1c\ub150 \ubc0f \uad00\uacc4\uc5d0\uc11c \uae30\ub300\ud560 \uc218 \uc788\ub294 \uc0ac\ud56d\uc744 \uc774\ud574\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0dd\uc560 \ub2e8\uacc4\ubcc4 \ud0c0\uac9f\ud305<\/strong> \ub294 5\ub144 \uc774\ub0b4\uc5d0 \uc740\ud1f4\ub97c \uc55e\ub454 \uace0\uac1d\uc5d0\uac8c \uc18c\ub4dd \uc804\ub7b5, \ubd80\ub3d9\uc0b0 \uacc4\ud68d \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ud658\uc5d0 \ub300\ud55c \uad00\ub828 \ucf58\ud150\uce20\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2dc\uc7a5 \ud574\uc124 \ubc30\ud3ec<\/strong> \ub294 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ec\uc9c0\uc158\uacfc \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \uac1c\uc778\ud654\ub41c \uc5c5\ub370\uc774\ud2b8\ub97c \uc804\uc1a1\ud558\uba70, \ubc30\ud3ec \uc804\uc5d0 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4\uc758 \uc2b9\uc778\uc744 \ubc1b\uc740 \ucf58\ud150\uce20\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud544\ub4dc, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ec\uc9c0\uc158 \ubc0f \uc704\ud5d8 \ud504\ub85c\ud544\uc758 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \ucf58\ud150\uce20\ub97c \uac1c\uc778\ud654\ud569\ub2c8\ub2e4. \uc8fc\uc2dd \ub178\ucd9c\uc774 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c\ub294 \ucc44\uad8c\ub9cc \ubcf4\uc720\ud55c \uace0\uac1d\uacfc\ub294 \ub2e4\ub978 \ud574\uc124\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac1c\uc778\ud654\ub294 \uace0\uac1d\uc758 \ud2b9\uc815 \uc0c1\ud669\uc744 \uc774\ud574\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90c\uc73c\ub85c\uc368 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9 \ub9ac\ub9c8\uc778\ub354\ub97c \uc0ac\uc6a9\ud558\uba74 \uad00\ub9ac\uc790\uac00 \ucad3\uc544\ub2e4\ub2d0 \uc77c\uc774 \ud06c\uac8c \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \ubb38\uc11c\uac00 \ub204\ub77d\ub418\uc5c8\uac70\ub098 ID\uac00 \ub9cc\ub8cc\ub418\uc5c8\uac70\ub098 \uacc4\uc57d\uc11c\uc5d0 \uc11c\uba85\uc774 \ub418\uc5b4 \uc788\uc9c0 \uc54a\uc740 \uacbd\uc6b0 \uc2dc\uc2a4\ud15c\uc774 \uc790\ub3d9\uc73c\ub85c \uc54c\ub9bc\uc744 \ubcf4\ub0c5\ub2c8\ub2e4. \uc9c0\uc6d0 \ub2f4\ub2f9\uc790\ub294 \ub354 \uc774\uc0c1 \uc774\ub7ec\ud55c \uc218\uc791\uc5c5\uc5d0 \uc2dc\uac04\uc744 \ub0ad\ube44\ud558\uc9c0 \uc54a\uc544\ub3c4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uba54\uc2dc\uc9c0\uc640 \uc2b9\uc778\uc740 \ud50c\ub7ab\ud3fc \ub0b4\ubd80\uc5d0 \ubcf4\uad00\ub418\uc5b4 \uc644\uc804\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uacfc \uc870\uc5b8\uc5d0 \ub300\ud55c \uc99d\uac70\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac01 \uace0\uac1d \uad00\uacc4\uc5d0 \ub300\ud55c \uae30\uad00\uc758 \uc9c0\uc2dd\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-embed-ai-safely-into-advisory-workflows\">\uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uc548\uc804\ud558\uac8c AI \ud3ec\ud568\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%eb%8f%99%ed%99%94-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc778\uacf5 \uc9c0\ub2a5\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5971\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \ub294 \uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\uc5d0\uc11c \ubb38\uc11c\ub97c \uc694\uc57d\ud558\uace0, \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud558\uace0, \ucf58\ud150\uce20\ub97c \uc0dd\uc131\ud558\ub294 \ub370 \uc810\uc810 \ub354 \ub9ce\uc774 \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc AI\ub294 \uc911\uc694\ud55c \uacb0\uc815\uc5d0 \ub300\ud55c \uc778\uac04\uc758 \uac10\ub3c5\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ud1b5\uc81c\ub418\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \ubc30\ud3ec\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uc21c\ud55c \uaddc\uce59 \uae30\ubc18 \uc790\ub3d9\ud654\uc640 AI \uae30\ubc18 \uc9c0\uc6d0\uc758 \ucc28\uc774\uc810\uc744 \uc774\ud574\ud558\uba74 \uae30\uc5c5\uc5d0\uc11c \uac01\uac01\uc744 \uc801\uc808\ud558\uac8c \ubc30\ud3ec\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uaddc\uce59 \uae30\ubc18 \uc790\ub3d9\ud654\ub294 \ubbf8\ub9ac \uc815\ud574\uc9c4 \ub85c\uc9c1\uc744 \ub530\ub985\ub2c8\ub2e4. '\uc774\ub7f0 \uc77c\uc774 \ubc1c\uc0dd\ud558\uba74 \uc774\ub807\uac8c \ud558\ub77c'\ub294 \uc2dd\uc785\ub2c8\ub2e4. AI \uc9c0\uc6d0\uc740 \ud328\ud134\uc744 \ubd84\uc11d\ud558\uace0 \ucf58\ud150\uce20\ub97c \uc0dd\uc131\ud55c \ub2e4\uc74c \uc0ac\ub78c\uc774 \uac80\ud1a0\ud558\uace0 \uc2b9\uc778\ud560 \uc218 \uc788\ub294 \uc81c\uc548\uc744 \ud569\ub2c8\ub2e4. \ucd5c\uc0c1\uc758 \uacb0\uacfc\ub294 \ub450 \uac00\uc9c0 \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud558\uc5ec \uc5bb\uc744 \uc218 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uc758 \uacbd\uc6b0, AI\ub294 \uace0\uac1d \ub370\uc774\ud130\uac00 \uacf5\uac1c \ubaa8\ub378\uc5d0 \ub178\ucd9c\ub418\uc9c0 \uc54a\ub294 \uc548\uc804\ud55c \uc8fc\uad8c \ud658\uacbd \ub0b4\uc5d0\uc11c \uc791\ub3d9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ubbfc\uac10\ud55c \uae08\uc735 \uc815\ubcf4\ub97c \ubcf4\ud638\ud558\uae30 \uc704\ud574 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud658\uacbd \ub0b4\uc5d0\uc11c AI \uae30\ub2a5\uc744 \uc720\uc9c0\ud558\ub294 InvestGlass \uc544\ud0a4\ud14d\ucc98\uc640 \uc77c\uce58\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd94\uc0c1\uc801\uc778 \uac1c\ub150\ubcf4\ub2e4\ub294 \uad6c\uccb4\uc801\uc778 \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \uc9d1\uc911\ud558\uc138\uc694. \ubb38\uc11c \ubd84\uc11d, \ud68c\uc758 \uc694\uc57d, \uac1c\uc778\ud654\ub418\uc5c8\uc9c0\ub9cc \uac10\ub3c5\uc744 \ubc1b\ub294 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \ud604\uc7ac \uce21\uc815 \uac00\ub2a5\ud55c \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ucd94\ud6c4 \uae30\uc220\uc774 \uc131\uc219\ud558\uace0 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uac00 \uba85\ud655\ud574\uc9c0\uba74 \ub354 \ubc1c\uc804\ub41c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \ub4f1\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc801\ud569\uc131 \uacb0\uc815\uacfc \ud22c\uc790 \ucd94\ucc9c\uc744 \uc704\ud574\uc11c\ub294 \uc5ec\uc804\ud788 \uc0ac\ub78c\uc774 \uc9c1\uc811 \uac10\ub3c5\ud574\uc57c \ud569\ub2c8\ub2e4. AI\ub294 \uadc0\uc911\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\uace0 \ubd84\uc11d\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc870\uc5b8\uacfc \uc804\ub7b5\uc5d0 \ub300\ud55c \ucd5c\uc885 \uacb0\uc815\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub0b4\ub824\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-high-impact-ai-use-cases-in-advisory-firms\">\uc790\ubb38 \ud68c\uc0ac\uc758 \uc601\ud5a5\ub825 \uc788\ub294 AI \ud65c\uc6a9 \uc0ac\ub840<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0\uc11c \uc989\uac01\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubb38\uc11c \ubd84\uc11d<\/strong> \ub294 \uace0\uac1d\uc758 \uc138\uae08 \uc2e0\uace0\uc11c, \uc2e0\ud0c1 \uacc4\uc57d\uc11c, \ubd80\ub3d9\uc0b0 \ubb38\uc11c\uc5d0\uc11c \uc8fc\uc694 \uc218\uce58\ub97c \ucd94\ucd9c\ud569\ub2c8\ub2e4. \uc790\ubb38\uac00\uac00 \uae34 \ubc95\ub960 \ubb38\uc11c\ub97c \uc77d\ub294 \ub370 \uba87 \uc2dc\uac04\uc744 \uc18c\ube44\ud558\ub294 \ub300\uc2e0 AI\uac00 \uad00\ub828 \uc870\ud56d\uacfc \uc7ac\ubb34 \ub370\uc774\ud130\ub97c \uac15\uc870 \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud68c\uc758 \uc694\uc57d<\/strong> \ub294 \uc601\uc0c1 \ud1b5\ud654 \ud6c4 \ucd08\uc548 \uba54\ubaa8\ub97c \uc0dd\uc131\ud558\uace0, \ud6c4\uc18d \uc791\uc5c5\uc744 \uc81c\uc548\ud558\uace0, CRM \uae30\ub85d\uc744 \uc5c5\ub370\uc774\ud2b8\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ubaa8\ub4e0 \uac83\uc744 \ucc98\uc74c\ubd80\ud130 \uc791\uc131\ud558\uc9c0 \uc54a\uace0 \uac80\ud1a0\ud558\uace0 \ud655\uc778\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc774\uba54\uc77c \ubd84\ub958<\/strong> \ub294 \uc218\uc2e0\ub418\ub294 \uace0\uac1d \uc774\uba54\uc77c\uc744 \uae34\uae09\uc131 \ubc0f \uc8fc\uc81c\ubcc4\ub85c \uc815\ub82c\ud558\uc5ec \uc2dc\uac04\uc5d0 \ubbfc\uac10\ud55c \uc694\uccad\uc744 \uc801\uc808\ud55c \ud300\uc6d0\uc5d0\uac8c \uc790\ub3d9\uc73c\ub85c \ub77c\uc6b0\ud305\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9de\ucda4\ud615 \ud574\uc124<\/strong> \ub294 \uac01 \uace0\uac1d\uc758 \uc790\uc0b0 \ubc30\ubd84\uacfc \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\uc5d0 \ub530\ub77c \ubd84\uae30\ubcc4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c\uc758 \ucd08\uc548\uc744 \uc791\uc131\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \uc2b9\uc778\uc744 \ubc1b\uc73c\uba74 \ubcf4\uace0\uc11c \uc0dd\uc131 \uc18d\ub3c4\uac00 \ud06c\uac8c \ube68\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub0b4\ubd80 \uc9c0\uc2dd \ub3c4\uc6b0\ubbf8<\/strong> \uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc5d0 \ub0b4\uc7a5\ub418\uc5b4 \uc6cc\ud06c\ud50c\ub85c, \uc808\ucc28 \ub610\ub294 \uc81c\ud488 \uc138\ubd80 \uc0ac\ud56d\uc5d0 \ub300\ud55c \uc9c1\uc6d0\uc758 \uc9c8\ubb38\uc5d0 \ud68c\uc0ac \ubb38\uc11c\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub2f5\ubcc0\ud569\ub2c8\ub2e4. \uc2e0\uc785 \ud300\uc6d0\uc740 \ub3d9\ub8cc\uc758 \uc5c5\ubb34\ub97c \ubc29\ud574\ud558\uc9c0 \uc54a\uace0 \uc989\uc2dc \ub2f5\ubcc0\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \ubd84\uc11d\uc758 \uacbd\uc6b0, AI\ub294 \uc138\uae08 \uc601\ud5a5, \uac70\ub798 \ube44\uc6a9 \ubc0f \ub2e4\uac01\ud654\ub97c \uc704\ud574 \uc218\ucc9c \uac1c\uc758 \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub97c \ucc98\ub9ac\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd\uc5d0 \ub300\ud55c \ubcf4\ub2e4 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac \uacb0\uc815\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ub300\uba74 \uc0ac\uc6a9 \uc0ac\ub840\ub85c \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 \ubc31\uc624\ud53c\uc2a4 \ubc0f \ub0b4\ubd80 \uc9c0\uc6d0 \uc5c5\ubb34\uc5d0 AI\ub97c \ubc30\ud3ec\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \uc774\ub807\uac8c \ud558\uba74 \uc870\uc9c1\uc758 \uc2e0\ub8b0\uac00 \uc313\uc774\uace0 \uc801\uc808\ud55c \uac70\ubc84\ub10c\uc2a4 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uac1c\ubc1c\ud560 \uc2dc\uac04\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-governance-compliance-and-human-oversight\">\uac70\ubc84\ub10c\uc2a4, \uaddc\uc815 \uc900\uc218 \ubc0f \uc778\uc801 \uac10\ub3c5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc2b9\uc778\ub41c \ub3c4\uad6c, \ub370\uc774\ud130 \ucc98\ub9ac \ubc0f \uae08\uc9c0\ub41c \uc0ac\uc6a9\uc744 \ud3ec\ud568\ud558\ub294 AI \uc0ac\uc6a9 \uc815\ucc45\uc744 \uc815\uc758\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uc815\ucc45\uc744 \ubaa8\ub4e0 \uc9c1\uc6d0\uc5d0\uac8c \uba85\ud655\ud558\uac8c \uc804\ub2ec\ud558\uc5ec \ubaa8\ub450\uac00 \uacbd\uacc4\uc640 \uae30\ub300\uce58\ub97c \uc774\ud574\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218, \ub9ac\uc2a4\ud06c, IT \ubc0f \uc790\ubb38 \ud300\uc758 \ub300\ud45c\ub85c \ub0b4\ubd80 \uac80\ud1a0 \uc704\uc6d0\ud68c\ub97c \uad6c\uc131\ud569\ub2c8\ub2e4. \uc774 \uadf8\ub8f9\uc740 \ubc30\ud3ec \uc804\uc5d0 \uc0c8\ub85c\uc6b4 AI \uae30\ub2a5\uc744 \ud3c9\uac00\ud558\uace0 \uacb0\uacfc\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uc9c0 \uc54a\uace0 \uae30\uc220\uc774 \uc608\uc0c1\ub300\ub85c \uc791\ub3d9\ud558\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ubaa8\ub4e0 \uc870\uc5b8\uc5d0 \ub300\ud55c \ucc45\uc784\uc744 \uc9d1\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uacfc \uacf5\uc720\ud558\uae30 \uc804\uc5d0 AI\uc758 \uc81c\uc548, \uacc4\uc0b0 \ubc0f \uc0dd\uc131\ub41c \ubb38\uc11c\ub97c \uac80\ud1a0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uc801\ud569\uc131 \uacb0\uc815 \ubc0f \ud22c\uc790 \ucd94\ucc9c\uc5d0 \ub300\ud574 \uc9c0\uc18d\uc801\uc73c\ub85c \uc0ac\ub78c\uc758 \ud310\ub2e8\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uba85\uc131\uc744 \ud655\ubcf4\ud558\ub824\uba74 AI\uac00 \uc5b4\ub5a4 \uc791\uc5c5\uc744 \uc218\ud589\ud588\ub294\uc9c0, \uc5b4\ub5a4 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud588\ub294\uc9c0, \uc5b4\ub5a4 \uc0ac\ub78c\uc774 \uc2b9\uc778\ud588\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ub85c\uadf8\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \uaddc\uc81c \ub2f9\uad6d\uc740 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \ud504\ub85c\uc138\uc2a4\ub97c \uc774\ud574\ud558\uace0 \ud3c9\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba85\ud655\ud55c \ubb38\uc11c\uac00 \uc5c6\uc73c\uba74 \uae30\uc5c5\uc740 \uc801\uc808\ud55c \uac10\ub3c5\uc744 \uc785\uc99d\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ucc98\ub7fc \uc2a4\uc704\uc2a4 \uc8fc\uad8c \ud658\uacbd \ub0b4\uc5d0\uc11c AI \uae30\ub2a5\uc744 \ud638\uc2a4\ud305\ud558\uba74 \ub370\uc774\ud130 \uc720\ucd9c \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \uc5c4\uaca9\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \ub370\uc774\ud130\uac00 \uc5b4\ub514\ub85c \uc774\ub3d9\ud558\uace0 \ub204\uac00 \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294\uc9c0 \ubb38\uc758\ud560 \ub54c \uc790\uc2e0 \uc788\uac8c \ub2f5\ubcc0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implement-train-and-manage-change\">\ubcc0\uacbd \uc0ac\ud56d \uad6c\ud604, \uad50\uc721 \ubc0f \uad00\ub9ac<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\ub9cc\uc73c\ub85c\ub294 \uae30\uc5c5\uc744 \ud601\uc2e0\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc0ac\ub78c\ub4e4\uc774 \uc0c8\ub85c\uc6b4 \uc5c5\ubb34 \ubc29\uc2dd\uc744 \ucc44\ud0dd\ud558\uace0 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc2e0\ub8b0\ud574\uc57c \ud22c\uc790 \ud6a8\uacfc\ub97c \uac70\ub458 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcc0\ud654 \uad00\ub9ac\ub294 \uae30\uc220 \uad6c\uc131\ub9cc\ud07c\uc774\ub098 \uc911\uc694\ud558\uac8c \uace0\ub824\ud574\uc57c \ud560 \uc0ac\ud56d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba87 \ub2ec\uc5d0 \uac78\uccd0 \ub2e8\uacc4\uc801\uc73c\ub85c \uad6c\ud604\ud558\ub294 \uc811\uadfc \ubc29\uc2dd\uc744 \ub530\ub974\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub2e8\uacc4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud65c\ub3d9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uae30\uac04<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubc1c\uacac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc694\uad6c \uc0ac\ud56d \ud655\uc815, \ud30c\uc77c\ub7ff \uc6cc\ud06c\ud50c\ub85c \uad6c\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4~6\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud30c\uc77c\ub7ff<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc120\ud0dd\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800 \ubc0f \uace0\uac1d\uacfc \ud568\uaed8 \ud14c\uc2a4\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4~8\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uac1c\uc120<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud53c\ub4dc\ubc31 \ud1b5\ud569, \uc6cc\ud06c\ud50c\ub85c \ubc94\uc704 \ud655\uc7a5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4~6\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub864\uc544\uc6c3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud68c\uc0ac \uc804\uccb4\uc5d0 \ubc30\ud3ec, \ud3ec\uad04\uc801\uc778 \uad50\uc721 \uc81c\uacf5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4~6\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucd5c\uc801\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub2c8\ud130\ub9c1, \uce21\uc815 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c4\ud589 \uc911<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ub3c4\uc785\ud558\ub294 \uc774\uc720\uc640 \uc790\ub3d9\ud654\uac00 \uc5ed\ud560\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc5b4\ub5bb\uac8c \uad00\ub9ac \ubd80\ub2f4\uc744 \uc904\uc5ec\uc8fc\ub294\uc9c0\uc5d0 \ub300\ud574 \uba85\ud655\ud558\uac8c \uc804\ub2ec\ud558\uc138\uc694. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc790\ub3d9\ud654\uac00 \ubc18\ubcf5\uc801\uc778 \uc218\uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\ubbc0\ub85c \uace0\uac1d \uc0c1\ub2f4\uc774\ub098 \uad00\uacc4 \uad6c\ucd95\uacfc \uac19\uc740 \ub354 \uac00\uce58 \uc788\ub294 \uc5c5\ubb34\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\uc138\ud55c \uad50\uc721 \ud504\ub85c\uadf8\ub7a8, \uc0ac\uc6a9\uc790 \uc9c0\uc6d0, \uc9c0\uc18d\uc801\uc778 \ud53c\ub4dc\ubc31 \ub8e8\ud504\ub294 \uc9c0\uc18d\uc801\uc778 \ucc44\ud0dd\uc744 \uc704\ud574 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uc9c8\ubb38\uacfc \uc800\ud56d\uc5d0 \ub300\ube44\ud558\uc138\uc694. \uc2dc\uac04 \uc808\uc57d\uacfc \uc11c\ube44\uc2a4 \ud488\uc9c8 \ud5a5\uc0c1\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ub370\ubaa8\ub97c \ud1b5\ud574 \uc6b0\ub824 \uc0ac\ud56d\uc744 \uc9c1\uc811 \ud574\uacb0\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ubc0f \uc720\uc0ac\ud55c \uc81c\uacf5\uc5c5\uccb4\ub294 \uad6c\uc131 \uc9c0\uce68, \ubaa8\ubc94 \uc0ac\ub840 \ud15c\ud50c\ub9bf \ubc0f \uc790\ubb38 \ud300\uc5d0 \ub9de\ucd98 \uad50\uc721 \uc790\ub8cc\ub97c \ud1b5\ud574 \ubcc0\uacbd \uad00\ub9ac\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub0b4\ubd80\uc5d0\uc11c \ubaa8\ub4e0 \uac83\uc744 \ub2e4\uc2dc \ub9cc\ub4e4\ub824\uace0 \ud558\uc9c0 \ub9d0\uace0 \uc774\ub7ec\ud55c \uc9c0\uc6d0\uc744 \ud65c\uc6a9\ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-training-advisors-and-support-staff\">\uad50\uc721 \uc5b4\ub4dc\ubc14\uc774\uc800 \ubc0f \uc9c0\uc6d0 \uc9c1\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc591\ud55c \ud559\uc2b5 \uc591\uc2dd\uc744 \ud3ec\ud568\ud558\ub294 \uad50\uc721 \uacc4\ud68d\uc744 \uac1c\ubc1c\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub300\ud654\ud615 \ud559\uc2b5 \ubc0f \uc9c8\ubb38\uc744 \uc704\ud55c \ub77c\uc774\ube0c \uc6cc\ud06c\uc0f5<\/li>\n\n\n\n<li>\ucc38\uc870 \ubc0f \uc790\uae30 \uc8fc\ub3c4 \ud559\uc2b5\uc744 \uc704\ud55c \uc9e7\uc740 \ub3d9\uc601\uc0c1 \ud29c\ud1a0\ub9ac\uc5bc<\/li>\n\n\n\n<li>\uac01 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ub300\ud55c \ubb38\uc11c\ud654\ub41c \ud504\ub85c\uc138\uc2a4 \uac00\uc774\ub4dc<\/li>\n\n\n\n<li>\ub77c\uc774\ube0c \ucd9c\uc2dc \uc804 \ud14c\uc2a4\ud2b8 \ub370\uc774\ud130\ub85c \uc2e4\uc2b5\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc0ac\ub78c\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \uc77c\ubc18\uc801\uc778 \uad50\uc721\ubcf4\ub2e4 \uc5ed\ud560\ubcc4 \uc138\uc158\uc774 \ub354 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uace0\uac1d \ub300\uba74 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc790\ub294 \ub9ac\ubc38\ub7f0\uc2f1 \ubc0f \ubcf4\uace0 \uc790\ub3d9\ud654\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc5b4\uc2dc\uc2a4\ud134\ud2b8\ub294 \ubb38\uc11c \uc218\uc9d1 \ubc0f \uaddc\uc815 \uc900\uc218 \ubaa8\ub2c8\ud130\ub9c1 \uae30\ub2a5\uc744 \ubc30\uc6c1\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\ub294 \uac10\uc0ac \ucd94\uc801 \uc561\uc138\uc2a4 \ubc0f \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub97c \ub9c8\uc2a4\ud130\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ub370\ubaa8\uac00 \uc544\ub2cc \uc2e4\uc81c \uace0\uac1d \uc0ac\ub840\ub85c \uc791\uc5c5\ud558\uc5ec \uc77c\ubc18\uc801\uc778 \uad50\uc721 \uc811\uadfc \ubc29\uc2dd\uc744 \ub4a4\uc9d1\uc73c\uc138\uc694. \uc9c1\uc6d0\ub4e4\uc774 \ub9e4\uc77c \ub9c8\uc8fc\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \uc790\ub3d9\ud654\uac00 \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub294\uc9c0 \uc815\ud655\ud788 \uc54c\uac8c \ub418\uba74 \uad00\ub828\uc131\uacfc \ucc38\uc5ec\ub3c4\uac00 \ud06c\uac8c \ub192\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \ud30c\uc6cc \uc720\uc800 \ub610\ub294 \ucc54\ud53c\uc5b8\uc744 \uc9c0\uc815\ud558\uc5ec \ucd9c\uc2dc \ud6c4 \ub3d9\ub8cc\ub97c \ucf54\uce6d\ud558\uace0 \uac1c\uc120 \uc81c\uc548\uc744 \uc218\uc9d1\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc0ac\ub78c\ub4e4\uc740 \uad6c\ud604 \ud300\uacfc \uc77c\uc0c1\uc801\uc778 \uc0ac\uc6a9\uc790 \uac04\uc758 \uaca9\ucc28\ub97c \ud574\uc18c\ud558\uc5ec \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \ub9c8\ucc30 \uc9c0\uc810\uc744 \uc870\uae30\uc5d0 \ud30c\uc545\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c\uac00 \ubcc0\uacbd\ub418\uac70\ub098 AI \uc5b4\uc2dc\uc2a4\ud134\ud2b8\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \uae30\ub2a5\uc774 \ub3c4\uc785\ub418\uba74 \uad50\uc721 \ucf58\ud150\uce20\ub97c \uc815\uae30\uc801\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ud558\uc138\uc694. \uc77c\ud68c\uc131 \uad50\uc721 \uc774\ubca4\ud2b8\ub9cc\uc73c\ub85c\ub294 \uc9c0\uc18d\uc801\uc778 \uc131\uacf5\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-driving-adoption-and-continuous-improvement\">\ucc44\ud0dd \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120 \ucd94\uc9c4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ac\ub354\ub294 \uc0c8\ub85c\uc6b4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uae30\ubcf8\uc774\ub77c\ub294 \uae30\ub300\uce58\ub97c \uc124\uc815\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ud2b8\ub798\ucee4\ub098 \ub3c5\ub9bd\ud615 \uc774\uba54\uc77c \ud15c\ud50c\ub9bf\uacfc \uac19\uc740 \uc624\ub798\ub41c \uc218\ub3d9 \ubc29\uc2dd\uc740 \uc810\ucc28\uc801\uc73c\ub85c \ud3d0\uae30\ud558\uc138\uc694. \ud63c\ud569\ub41c \uc811\uadfc \ubc29\uc2dd\uc740 \ud63c\ub780\uc744 \uc57c\uae30\ud558\uace0 \uc790\ub3d9\ud654\uc758 \uc774\uc810\uc744 \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc98\uc74c 6\uac1c\uc6d4 \ub3d9\uc548\uc740 \ub9e4\uc6d4 \uc815\uae30\uc801\uc73c\ub85c \ud68c\uc758\ub97c \uc5f4\uc5b4 \ub9c8\ucc30 \uc9c0\uc810\uc5d0 \ub300\ud55c \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ub300\ud654\ub97c \ud1b5\ud574 \ubc1c\uacac\ud55c \uc2e0\uc18d\ud55c \uad6c\uc131 \uc131\uacf5 \uc0ac\ub840\ub294 \ucd94\uc9c4\ub825\uc744 \ub192\uc774\uace0 \uc0ac\uc6a9\uc790 \uc6b0\ub824 \uc0ac\ud56d\uc5d0 \ub300\ud55c \ub300\uc751\ub825\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc44\ud0dd \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\uc5ec \uc9c4\ud589 \uc0c1\ud669\uc744 \ud30c\uc545\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \ucc98\ub9ac\ub41c \uc628\ubcf4\ub529\uc758 \ube44\uc728<\/li>\n\n\n\n<li>\ud3ec\ud138\uc744 \uc801\uadf9\uc801\uc73c\ub85c \uc0ac\uc6a9\ud558\ub294 \uace0\uac1d \uc810\uc720\uc728<\/li>\n\n\n\n<li>\uc81c\uc2dc\uac04\uc5d0 \uc644\ub8cc\ub41c \uc790\ub3d9\ud654\ub41c \uac80\ud1a0 \uac74\uc218<\/li>\n\n\n\n<li>\uc6cc\ud06c\ud50c\ub85c\ub2f9 \uc218\ub3d9 \uac1c\uc785 \ud69f\uc218 \uac10\uc18c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \uc131\uacf5 \uc0ac\ub840\ub97c \uacf5\uc720\ud558\uc5ec \uae0d\uc815\uc801\uc778 \ud589\ub3d9\uc744 \uac15\ud654\ud558\uc138\uc694. \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uba87 \uc8fc\uac00 \uc544\ub2cc \uba70\uce60 \ub9cc\uc5d0 \ubcf5\uc7a1\ud55c \uad00\uacc4\ub97c \uc628\ubcf4\ub529\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc788\ub2e4\uba74 \uacf5\uac1c\uc801\uc73c\ub85c \ucd95\ud558\ud558\uc138\uc694. \ud1b5\uacc4\ubcf4\ub2e4 \uc2a4\ud1a0\ub9ac\uac00 \ub354 \uc124\ub4dd\ub825\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \uaddc\uc815\uc740 \uc9c0\uc18d\uc801\uc73c\ub85c \uc9c4\ud654\ud569\ub2c8\ub2e4. \ucd5c\uc18c\ud55c \ub9e4\ub144 \uc790\ub3d9\ud654\ub97c \uac80\ud1a0\ud558\uace0 \uac1c\uc120\ud560 \uc218 \uc788\ub294 \uac70\ubc84\ub10c\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uc218\ub9bd\ud558\uc138\uc694. \ud68c\uc0ac\uac00 \uc131\uc7a5\ud558\uace0 \uaddc\uc815\uc774 \ubc14\ub00c\uace0 \uae30\uc220\uc774 \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \ud604\uc7ac \ud6a8\uacfc\uac00 \uc788\ub294 \uac83\ub3c4 \uc870\uc815\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measure-the-impact-of-automated-advisory-workflows\">\uc790\ub3d9\ud654\ub41c \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc758 \uc601\ud5a5\ub825 \uce21\uc815\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ub7c9\uc801, \uc815\uc131\uc801 \uce21\uc815\uc740 \uc790\ub3d9\ud654\uc758 \uac00\uce58\ub97c \uc785\uc99d\ud558\uace0 \ucd94\uac00 \ud22c\uc790 \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uce21\uc815 \uc5c6\uc774\ub294 \ud22c\uc790 \uc218\uc775\uc744 \uc785\uc99d\ud558\uac70\ub098 \uac1c\uc120 \uae30\ud68c\ub97c \ud30c\uc545\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\ud604\ud558\uae30 \uc804\uc5d0 \uc8fc\uc694 \uc9c0\ud45c\uc758 \uae30\uc900\uc120\uc744 \ud30c\uc545\ud558\uc138\uc694. \uc5b4\ub514\uc5d0\uc11c \uc2dc\uc791\ud588\ub294\uc9c0 \uc54c\uc544\uc57c \uc5bc\ub9c8\ub098 \uba40\ub9ac \uc654\ub294\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3c9\uade0 \uc628\ubcf4\ub529 \uc2dc\uac04(\uc77c)<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218\uc5d0 \uc758\ud574 \uac10\uc9c0\ub41c \uc624\ub958 \uc218<\/li>\n\n\n\n<li>\uace0\uac1d\ub2f9 \ubcf4\uace0\uc5d0 \uc18c\uc694\ub41c \uc2dc\uac04<\/li>\n\n\n\n<li>\uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218<\/li>\n\n\n\n<li>\uc9c0\uc6d0 \uac00\uad6c \uc218 \uae30\uc900 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc5ed\ub7c9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\uac00 \uc2e4\ud589\ub41c \ud6c4\uc5d0\ub294 \ub3d9\uc77c\ud55c \uc9c0\ud45c\ub97c \uc6d4\ubcc4 \ub610\ub294 \ubd84\uae30\ubcc4\ub85c \ucd94\uc801\ud558\uc138\uc694. \uae30\uc900\uc120\uacfc \ube44\uad50\ud558\uc5ec \uc131\uacfc\ub97c \ud3c9\uac00\ud558\uc138\uc694. \uac1c\ubcc4 \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\uc5d0 \uc9d1\uc911\ud558\uae30\ubcf4\ub2e4\ub294 \uc2dc\uac04 \uacbd\uacfc\uc5d0 \ub530\ub978 \ucd94\uc138\ub97c \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \ub300\uc2dc\ubcf4\ub4dc\uc640 \ub85c\uadf8\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \uc9c0\ud45c\uc758 \ub300\ubd80\ubd84\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4 \uae30\uac04\uacfc \uc608\uc678\uc728\uc774 \uc790\ub3d9\uc73c\ub85c \ud45c\uc2dc\ub418\ubbc0\ub85c \uc218\ub3d9 \ucd94\uc801\uc758 \ubd80\ub2f4\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b4\uc601 \uac1c\uc120 \uc0ac\ud56d\uc744 \uc804\ub7b5\uc801 \uc131\uacfc\ub85c \uc5f0\uacb0\ud558\uc138\uc694. \ub354 \ube60\ub978 \uc628\ubcf4\ub529\uc740 \ub354 \ube60\ub978 \uc218\uc775 \uc778\uc2dd\uc73c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \uc624\ub958\uac00 \uc904\uc5b4\ub4e4\uba74 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uacfc \ud3c9\ud310 \uc190\uc0c1\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc11c\ube44\uc2a4 \ud488\uc9c8 \uc800\ud558 \uc5c6\uc774 \ub354 \ub9ce\uc740 \uac00\uad6c\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc6a9 \uc778\uc6d0\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc218\uc775\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-metrics-and-benchmarks\">\uc8fc\uc694 \uc9c0\ud45c \ubc0f \ubca4\uce58\ub9c8\ud06c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c \ud6a8\uc728\uc131\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \ubc18\uc601\ud558\ub294 \uc6b4\uc601 \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uba54\ud2b8\ub9ad \uce74\ud14c\uace0\ub9ac<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud2b9\uc815 \uc9c0\ud45c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc18d\ub3c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ubcf4\ub529 \uc8fc\uae30 \uc2dc\uac04, \uc81c\uc548\uc11c \uc0dd\uc131 \uc2dc\uac04, \uac80\ud1a0 \uc644\ub8cc \uc2dc\uac04<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud488\uc9c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubc14\ub85c \ucc98\ub9ac\ub41c \uc0ac\ub840\uc758 \ube44\uc728, \uc6cc\ud06c\ud50c\ub85c\ub2f9 \uc218\ub3d9 \uac1c\uc785 \ube44\uc728, \ubb38\uc11c \uc644\ub8cc\uc728<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub204\ub77d\ub41c KYC \ud544\ub4dc, \uc815\uae30 \uac80\ud1a0 \uc801\uc2dc \uc644\ub8cc, \uac10\uc0ac \uacb0\uacfc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ube44\uc988\ub2c8\uc2a4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>FTE\ub2f9 \uc5b4\ub4dc\ubc14\uc774\uc800 \ubd81 \uaddc\ubaa8, \uace0\uac1d \uc720\uc9c0\uc728, \ucd94\ucc9c \ube44\uc728, \uc21c \uc2e0\uaddc \uc790\uc0b0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \uc9c0\ud45c\ub294 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae30\uc5c5\uc774\ub77c\uba74 \ud2b9\ud788 \uc8fc\uc758\ud574\uc57c \ud569\ub2c8\ub2e4. \ub204\ub77d\ub41c KYC \ud56d\ubaa9\uc758 \uac10\uc18c, \uc815\uae30 \uac80\ud1a0\uc758 \uc801\uc2dc \uc644\ub8cc, \ub0b4\ubd80 \ub610\ub294 \uc678\ubd80 \uac10\uc0ac \uc911\uc5d0 \ud50c\ub798\uadf8\uac00 \uc9c0\uc815\ub41c \uc0ac\uac74\uc744 \ucd94\uc801\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc218\uce58\ub294 \uaddc\uc81c \uad00\uacc4\uc640 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc2e4\uc801\uc778 \uac1c\uc120 \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uc138\uc694. \ub300\ubd80\ubd84\uc758 \uae30\uc5c5\uc5d0\uc11c \uccab\ud574\uc5d0 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 40% \ub2e8\ucd95\ud558\ub294 \uac83\uc740 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2\ub144 \uc774\ub0b4\uc5d0 \uc5b4\uc2dc\uc2a4\ud134\ud2b8\ub2f9 \uace0\uac1d \uc218\ub97c \ub450 \ubc30\ub85c \ub298\ub9ac\ub294 \uac83\uc740 \uacf5\uaca9\uc801\uc778 \ubaa9\ud45c\uc774\uc9c0\ub9cc \ud3ec\uad04\uc801\uc778 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \ub17c\uc758\ud558\uace0 \ub2e4\uc74c\uc5d0 \uc790\ub3d9\ud654\ub97c \uac1c\uc120\ud558\uac70\ub098 \ud655\uc7a5\ud560 \ubd80\ubd84\uc5d0 \ub300\ud55c \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \uc815\uae30\uc801\uc778 \uad00\ub9ac \uac80\ud1a0\ub97c \uc2e4\uc2dc\ud558\uc138\uc694. \uce21\uc815\uc744 \ube44\uc815\uae30\uc801\uc73c\ub85c \uc2e4\uc2dc\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud68c\uc0ac \uac70\ubc84\ub10c\uc2a4\uc758 \uc815\uae30\uc801\uc778 \uc77c\ubd80\ub85c \uc0bc\uc73c\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-automated-workflows-in-a-mid-sized-advisory-firm\">\uc911\uac04 \uaddc\ubaa8\uc758 \uc790\ubb38 \ud68c\uc0ac\uc5d0\uc11c \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub97c \uad6c\ud604\ud558\ub294 \ub370 \uc77c\ubc18\uc801\uc73c\ub85c \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \uae30\ubcf8 CRM \uc6cc\ud06c\ud50c\ub85c \ubc0f \uac04\ub2e8\ud55c \ubcf4\uace0\ub97c \ud3ec\ud568\ud558\ub294 \uc9d1\uc911\uc801\uc778 \uad6c\ud604\uc740 \ub370\uc774\ud130 \ubcf5\uc7a1\uc131\uacfc \ud1b5\ud569 \ud69f\uc218\uc5d0 \ub530\ub77c \uc77c\ubc18\uc801\uc73c\ub85c 3~6\uac1c\uc6d4 \ub0b4\uc5d0 \uc644\ub8cc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud0c0\uc784\ub77c\uc778\uc740 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790\uc758 \ud569\ub9ac\uc801\uc778 \uac00\uc6a9\uc131\uacfc \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc774\ud574\ub97c \uc804\uc81c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc790\ub3d9\ud654 \ubc0f AI \uc9c0\uc6d0 \ubb38\uc11c \ubd84\uc11d\uacfc \uac19\uc740 \uace0\uae09 \uae30\ub2a5\uc740 \uc77c\uc815\uc774 \uae38\uc5b4\uc9c8 \uc218 \uc788\uc9c0\ub9cc \uc774\ud6c4 \ub2e8\uacc4\uc5d0 \ub3c4\uc785\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uc5c5\ub4e4\uc740 \ucc98\uc74c\ubd80\ud130 \ud3ec\uad04\uc801\uc778 \uc790\ub3d9\ud654\ub97c \uc2dc\ub3c4\ud558\ub294 \uac83\ubcf4\ub2e4 \ub2e8\uacc4\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc774 \ub354 \uad00\ub9ac\ud558\uae30 \uc27d\ub2e4\uace0 \uc0dd\uac01\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub8fb\ubc24 \uc0ac\uc774\uc5d0 \uc804\ud658\uc744 \uae30\ub300\ud558\uae30\ubcf4\ub2e4\ub294 \uac80\uc0c9, \uad6c\uc131, \ud14c\uc2a4\ud2b8, \uad50\uc721 \ubc0f \ub2e8\uacc4\uc801 \ub864\uc544\uc6c3\uc744 \uacc4\ud68d\ud558\uc138\uc694. \uc11c\ub458\ub7ec \uad6c\ud604\ud558\uba74 \ucc44\ud0dd\ub960\uc774 \ub5a8\uc5b4\uc9c0\uace0 \ucd5c\uc801\ud654\ub97c \uc704\ud55c \uae30\ud68c\ub97c \ub193\uce58\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-smaller-advisory-practices-really-benefit-from-automation-or-is-it-only-for-large-banks\">\uc18c\uaddc\ubaa8 \uc790\ubb38 \uc5c5\ubb34\ub294 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc2e4\uc81c\ub85c \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc744\uae4c\uc694, \uc544\ub2c8\uba74 \ub300\ud615 \uc740\ud589\uc5d0\ub9cc \ud574\ub2f9\ub420\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 10\uba85 \ubbf8\ub9cc\uc778 \ud300\ub3c4 \ub370\uc774\ud130 \uc785\ub825, \ubb38\uc11c \uc218\uc9d1, \uac80\ud1a0 \uc54c\ub9bc\uacfc \uac19\uc740 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud568\uc73c\ub85c\uc368 \uc0c1\ub2f9\ud55c \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \uc18c\uaddc\ubaa8 \ud68c\uc0ac\uc5d0\uc11c\ub294 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \ucc98\ub9ac\ud560 \uc778\ub825\uc774 \ubd80\uc871\ud558\uae30 \ub54c\ubb38\uc5d0 \uadf8\uc5d0 \ube44\ub840\ud558\uc5ec \ub354 \ud070 \ud61c\ud0dd\uc744 \ubcf4\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc18c\uaddc\ubaa8 \uae30\uc5c5\ub3c4 \ub300\uaddc\ubaa8 \uae30\uad00\uc5d0 \ubc84\uae08\uac00\ub294 \ub514\uc9c0\ud138 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uba74\uc11c\ub3c4 \uc778\ub825\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \uc6b4\uc601\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7a0\uc7ac \uace0\uac1d\uc774 \uc11c\ube44\uc2a4 \ud488\uc9c8\uacfc \uc751\ub2f5\uc131\uc744 \uae30\uc900\uc73c\ub85c \uc5ec\ub7ec \ud68c\uc0ac\ub97c \ud3c9\uac00\ud560 \ub54c \uacbd\uc7c1 \uc6b0\uc704\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \ubd80\ud2f0\ud06c \uc790\uc0b0 \uad00\ub9ac\uc790\ubd80\ud130 \ub300\ud615 \uc740\ud589\uae4c\uc9c0 \ud655\uc7a5\ud560 \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\uc740 \ud544\uc218 \uc6cc\ud06c\ud50c\ub85c\ub85c \uc2dc\uc791\ud558\uc5ec \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc694\uad6c\uac00 \uc99d\uac00\ud558\uace0 \uc608\uc0b0\uc774 \ud5c8\uc6a9\ud558\ub294 \ubc94\uc704 \ub0b4\uc5d0\uc11c \uae30\ub2a5\uc744 \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-swiss-data-sovereignty-help-my-firm-if-i-serve-international-clients\">\ud574\uc678 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uacbd\uc6b0 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uc774 \ud68c\uc0ac\uc5d0 \uc5b4\ub5a4 \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc5d0 \ub530\ub77c \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uac00 \uc81c\uacf5\ub418\uba70, \uc774\ub294 \uc885\uc885 \ud574\uc678 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\ub4e4\uc5d0\uac8c \ud638\uc758\uc801\uc73c\ub85c \ubc1b\uc544\ub4e4\uc5ec\uc9d1\ub2c8\ub2e4. \uae08\uc735 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc640 \uc548\uc815\uc131\uc5d0 \ub300\ud55c \uc2a4\uc704\uc2a4\uc758 \uba85\uc131\uc740 \ub370\uc774\ud130 \ubcf4\ud638\uc5d0\ub3c4 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\ub294 \uc815\uce58\uc801 \uc548\uc815\uc131\uacfc \uac15\ub825\ud55c \ubc95\uc801 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc81c\uacf5\ud558\ubbc0\ub85c \uace0\uac1d\uc774 \uad6d\uac00 \uac04 \ub370\uc774\ud130 \uc804\uc1a1\uc5d0 \ubbfc\uac10\ud55c \uacbd\uc6b0 \uc774\uc810\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. GDPR\uacfc \uac19\uc740 \uaddc\uc815\uc740 \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0\uc11c \uc0ac\uc5c5\uc744 \uc6b4\uc601\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \ubcf5\uc7a1\uc131\uc744 \uc57c\uae30\ud558\uc9c0\ub9cc, \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc740 \uaddc\uc815 \uc900\uc218 \uad00\ub828 \ub300\ud654\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uae30\uad00\uc740 \ub370\uc774\ud130\uc758 \uc704\uce58\uc640 \uc561\uc138\uc2a4 \ubc29\ubc95\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc81c\uc5b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uaddc\uc815 \uc900\uc218 \ubc0f \ub9ac\uc2a4\ud06c \ud300\uacfc\uc758 \ub300\ud654\ub97c \uac04\uc18c\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uace0\uac1d\uc5d0\uac8c \ubbfc\uac10\ud55c \uae08\uc735 \uc815\ubcf4\uac00 \uc801\uc808\ud55c \ubcf4\ud638\ub97c \ubc1b\ub294\ub2e4\ub294 \ud655\uc2e0\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-i-integrate-an-existing-core-banking-or-portfolio-system-with-an-automation-platform-like-investglass\">\uae30\uc874 \ud575\uc2ec \ubc45\ud0b9 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uc744 InvestGlass\uc640 \uac19\uc740 \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uacfc \ud1b5\ud569\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 \uacbd\uc6b0 API, \ud50c\ub7ab \ud30c\uc77c \uc804\uc1a1 \ub610\ub294 \uae30\uc874 \ucee4\ub125\ud130\ub97c \ud1b5\ud574 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d, \uacc4\uc815, \uac70\ub798 \ub370\uc774\ud130\uac00 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub85c \ud758\ub7ec\ub4e4\uc5b4\uac00\ubbc0\ub85c \ub370\uc774\ud130\ub97c \uc911\ubcf5\ud574\uc11c \uc218\ub3d9\uc73c\ub85c \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud544\uc694\ud55c \ub370\uc774\ud130 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Modern advisory automation extends beyond email reminders to encompass fully digitized onboarding, KYC, portfolio management, and review cycles that can reduce proposal creation from hours to minutes. Platforms like InvestGlass centralize CRM, digital onboarding, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":37693,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-49109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Automate Financial Advisory Workflows | InvestGlass<\/title>\n<meta name=\"description\" content=\"Automation helps advisory firms cut manual work, improve compliance documentation, and create more time for client meetings and high value advice. Modern\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\uc7ac\ubb34-\uc790\ubb38-\uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c-\uc790\ub3d9\ud654\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automate Financial Advisory Workflows\" \/>\n<meta property=\"og:description\" content=\"Automation helps advisory firms cut manual work, improve compliance documentation, and create more time for client meetings and high value advice. 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